Wealth Growth & Acquisition Advisor

RCBC; Makati; On-site; PHP 800,000 - 1,400,000; Full time

Job summary

RCBC is seeking a Wealth Acquisition Relationship Manager in Makati to expand our Wealth Management client base. You will identify and onboard high-net-worth individuals, assess their objectives, and present tailored wealth solutions while delivering exceptional service.

You will coordinate onboarding, monitor client engagement, and work with product and marketing teams to grow assets under management. A strong network of prospects and a sales mindset are essential.

Qualifications

• At least 3 years experience in the same capacity and similar or related role.
• Existing wide network of clients.
• Proven track record with HNW/affluent clients.
• Able to provide effective and sound financial and investment advice to clients.
• Preferrably Chinese Speaking, but not required.
• Sales and Marketing-oriented.

Responsibilities

• Customer Acquisition: Identify and prospect potential clients who are new to the bank and have wealth management needs.
• Trusted Financial Advisor: Meet with prospective clients to understand their financial objectives, risk tolerance, and investment preferences.
• Seamless Client Onboarding: Coordinate onboarding and educate clients on offerings and online platforms.
• Performance Tracking and Reporting: Monitor KPIs, prepare reports on acquisitions and revenue growth; ensure profitability and cost control.
• Collaboration: Work with relationship managers, investment advisors, product specialists, and marketing teams to deliver wealth solutions.

Skills

Sales acumen

Financial expertise

Relationship-building

Prospecting

Wealth management knowledge

Job description

RCBC is seeking a Wealth Acquisition Relationship Manager in Makati to expand our Wealth Management client base. You will identify and onboard high-net-worth individuals, assess their objectives, and present tailored wealth solutions while delivering exceptional service.

You will coordinate onboarding, monitor client engagement, and work with product and marketing teams to grow assets under management. A strong network of prospects and a sales mindset are essential.