Wealth Relationship Manager

UnionBank

Cebu City

On-site

PHP 600,000 - 900,000

Full time

11 days ago

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Job summary

UnionBank Financial Services and Insurance Brokerage, Inc. (UFSI) in Cebu City seeks a Relationship Manager to grow a portfolio of affluent clients with tailored investment solutions. You will conduct needs analyses, monitor markets, and deliver high-level advisory services on investments and insurance.

The role emphasizes regulatory compliance and a client-first approach. You will manage ongoing client relationships, seek new business, and collaborate with teams to achieve revenue targets while

Qualifications

Experience in wealth management or investment advisory.
Ability to analyze financial objectives and risk.
Strong presentation and communication skills.
Client-centric mindset with proactive relationship building.

Responsibilities

Develop and manage a portfolio of affluent clients.
Analyze client financial objectives, risk, and time horizon.
Monitor markets and translate insights into advisory conversations.
Conduct regular portfolio reviews and identify insurance opportunities.
Achieve sales revenue and portfolio growth targets.
Ensure KYC/AML compliance and proper documentation.
Deliver high levels of client service and address concerns.
Continuously enhance investment knowledge and advisory capabilities.

Skills

Investment & Technical Knowledge

Sales & Relationship Management

Communication & Analytical Skills

Stakeholder & Client Management

Personal & Professional Integrity

Job description

The role emphasizes regulatory compliance and a client-first approach. You will manage ongoing client relationships, seek new business, and collaborate with teams to achieve revenue targets while

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