Wealth Acquisitions Manager (Eastwood, Quezon City)

UnionBank of the Philippines; Pasig; On-site; PHP 669,600 - 1,116,000; Full time

Job summary

UnionBank of the Philippines is seeking a Wealth Acquisitions Manager in Pasig City. This role focuses on acquiring new deposit clients with at least USD 100,000 in assets for the Wealth Management Business. You will identify client needs and connect them with appropriate banking solutions.

The ideal candidate has a Bachelor’s degree, at least 5 years of sales experience, and a client-centric mindset. Responsibilities include ensuring compliance during account openings and delivering an exceptional client experience.

Qualifications

• At least 5 years of sales experience, ideally in wealth management or financial services.
• Strong presentation skills.
• Client-centric mindset.

Responsibilities

• Acquire new-to-bank clients for the Wealth Management arm of the bank.
• Deliver a remarkable experience to clients at every touchpoint.
• Collaborate effectively with internal partners.

Skills

Attention to detail

Communication

Social skills

Teamwork

Client-centric mindset

Education

Bachelor’s degree in Business or any relevant course

Job description

Company: Union Bank of the Philippines

Position: Wealth Acquisitions Manager

Office Location: Pasig City

Job Summary: 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 or any relevant course
• At least 5 years of sales experience, ideally in wealth management or financial services
• Strong presentation skills
• Client-centric mindset

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