Wealth Client Acquisition Manager

UnionBank; Philippines; On-site; PHP 800,000 - 1,100,000; Part time

Job summary

UnionBank is seeking a Wealth Acquisitions Manager to drive new-to-bank wealth clients with USD 100,000+ assets and align them with appropriate wealth solutions. The role focuses on uncovering client needs and coordinating with investment and insurance partners to support financial goals.

The position emphasizes prospecting, risk profiling referrals, and ensuring robust controls throughout account openings, while delivering an outstanding client experience and collaborating with internal teams.

Qualifications

• Bachelor’s degree or equivalent required.
• Proven ability to meet sales targets in wealth management.
• Excellent communication and negotiation skills.

Responsibilities

• Acquire new-to-bank wealth clients for UnionBank Wealth Management.
• Refer clients to investment team for risk profiling and needs analysis.
• Maintain strong controls during account opening.
• Deliver excellent client experience at every touchpoint.
• Collaborate with internal partners and act as a 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 to drive new-to-bank wealth clients with USD 100,000+ assets and align them with appropriate wealth solutions. The role focuses on uncovering client needs and coordinating with investment and insurance partners to support financial goals.

The position emphasizes prospecting, risk profiling referrals, and ensuring robust controls throughout account openings, while delivering an outstanding client experience and collaborating with internal teams.