Wealth Client Acquisition Leader

UnionBank; Philippines; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

UnionBank is seeking a Wealth Acquisitions Manager based in Quezon, Metro Manila. You will Acquire new-to-bank deposit clients with at least USD 100,000 in assets under management for UnionBank Wealth Management, providing tailored solutions and building lasting relationships.

You will coordinate with investment and insurance partners, ensure compliant account openings, and deliver exceptional client experiences while meeting sales targets.

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 consistently meeting or exceeding sales targets.
• Strong ability to build, manage, and grow client relationships.

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

UnionBank is seeking a Wealth Acquisitions Manager based in Quezon, Metro Manila. You will Acquire new-to-bank deposit clients with at least USD 100,000 in assets under management for UnionBank Wealth Management, providing tailored solutions and building lasting relationships.

You will coordinate with investment and insurance partners, ensure compliant account openings, and deliver exceptional client experiences while meeting sales targets.