Wealth Acquisitions Manager (Eastwood, Quezon City)

UnionBank; Quezon City; On-site; PHP 800,000 - 1,200,000; Full time

Job summary

UnionBank is seeking a Wealth Acquisitions Manager to attract new-to-bank deposit clients with at least USD 100,000 in assets under management for UnionBank Wealth Management. You will identify client needs, connect them with appropriate banking solutions, and link clients to investment and insurance partners.

The ideal candidate will have strong sales experience in wealth management, excellent communication and presentation skills, and the ability to build lasting client relationships while

Qualifications

• Bachelor’s degree in business/finance/marketing or related field.
• Solid sales experience, ideally in wealth management or financial services.
• Proven track record of meeting or exceeding sales targets.
• Strong ability to build, manage, and grow client relationships.
• With an existing client network or portfolio is an advantage.
• Certified in finance-related fields preferred.
• Excellent communication, negotiation, and presentation skills.

Responsibilities

• Acquire new-to-bank clients for the Wealth Management arm of the bank.
• Refer new clients to the investment team for risk profiling and financial needs analysis.
• Ensure strong controls throughout the entire account opening process.
• Deliver a remarkable experience to clients at every touchpoint.
• Collaborate effectively with internal partners and operate as a strong team player.

Skills

Communication

Teamwork

Self-confidence

Integrity

Attention to detail

Meeting deadlines

Perseverance

Positive attitude

Social skills

Willingness to learn

Growth mindset

Education

Bachelor’s degree in Business/Finance/Marketing

Job description

The Wealth Acquisitions Manager is responsible for acquiring new-to-bank deposit clients with at least USD 100,000 in assets under management for UnionBank Wealth Management Business serving affluent individuals. This role uncovers client needs, aligns clients with suitable banking solutions, and connects clients to investment and insurance brokerage partners to help them achieve their financial goals.

Duties And Responsibilities

• Acquire new-to-bank clients for the Wealth Management arm of the bank
• Refer new clients to the investment team for risk profiling and financial needs analysis
• Ensure strong controls throughout the entire account opening process
• Deliver a remarkable experience to clients at every touchpoint
• Collaborate effectively with internal partners and operate as a strong team player

Key Performance Indicator

• Consistent delivery of required Wealth new-to-bank accounts and new-to-investment conversions
• Achievement of target prospecting calls to affluent prospects
• Delivery of a superior client experience with zero valid customer complaints
• Strong adherence to controls with no compliance or HR-related cases

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or a related field
• Solid sales experience, ideally in wealth management or financial services
• Proven track record of consistently meeting or exceeding sales targets
• Strong ability to build, manage, and grow client relationships
• With an existing client network or portfolio is an advantage
• Certified in finance-related fields (e.g., Investment, Wealth Management, or equivalent) is preferred
• Excellent communication, negotiation, and presentation skills

Required Skills:

• Attention to detail
• Communication
• Growth mindset
• Integrity
• Meeting deadlines
• Perseverance
• Positive attitude
• Self-confidence
• Social skills
• Teamwork
• Willingness to learn