Wealth Acquisitions Manager (For Pooling)

UnionBank; Hinoba-an; Hybrid; PHP 900,000 - 1,500,000; Full time

Job summary

UnionBank is seeking a Wealth Acquisitions Manager at UB Square, Eastwood, Quezon City to lead efforts in acquiring new-to-bank deposit clients with assets over USD 100,000. You will identify client needs, align solutions, and coordinate with investment and insurance partners to help clients reach financial goals while maintaining strong controls over the account opening process.

The role emphasizes building lasting relationships, meeting sales targets, and delivering an exceptional client

Qualifications

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

Attention to detail

Communication

Growth mindset

Integrity

Meeting deadlines

Perseverance

Positive attitude

Self-confidence

Social skills

Teamwork

Willingness to learn

Education

Bachelor’s degree in Business, Finance, Marketing, or related field

Job description

Wealth Acquisitions Manager (Eastwood, Quezon City) UB Square - 11F, Quezon, Metro Manila, Philippines 2 - 5 Years Employee

Job Description

Job Title: Wealth Acquisitions Manager

Location: UB Square, Eastwood, Quezon City

About the Role

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.

What You’ll Do

• 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

What We’re Looking For

• 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

JOB ID: JOB_698