Wealth Relationship Manager-Bacolod

Maybank; Bacolod; On-site; PHP 600,000 - 800,000; Full time

Job summary

A leading financial institution in Bacolod is seeking a qualified candidate to manage and grow the affluent and High Net Worth (HNW) customer segment. The role emphasizes client engagement, strategic thinking, and collaboration with internal teams to ensure successful implementation of banking strategies. Candidates should possess a Bachelor's degree in a relevant field, along with strong communication skills. An MBA is considered an advantage. This position offers the opportunity to significantly impact client relationships and drive profitability.

Qualifications

• Bachelor's degree in Banking, Business Studies, Finance or equivalent required.
• MBA is preferred but not mandatory.
• Good command of spoken and written English and Filipino.

Responsibilities

• Manage and grow the affluent & HNW customer segment.
• Engage clients to deepen wallet share and manage attrition rate.
• Grow the number of customers through acquisition and migration.

Skills

Client engagement

Excellent communication

Analytical skills

Strategic thinking

Relationship management

Education

Bachelor Degree in Banking, Business Studies, Finance or equivalent

MBA holder

Job description

Your Role

Manage & grow the Bank’s affluent & HNW customer segment in terms of Investable Assets (IA), fee income and customers numbers, in line with CFS aspirations and segment’s client value proposition (CVP).

Accountable for the implementation of the segment’s customer acquisition, migration and retention.

Collaboration with internal (i.e. Trust, Global Markets) and external counterparts.

Collaborate with other CFS units (CD, Cards, Consumer Lending etc) to ensure deployment of Premier Banking strategies, campaigns and CVP are properly implemented at the branches.

Responsibilities

• Client engagement and relationship building to deepen wallet share; while managing attrition rate of funds
• Focus to deliver profitability through a healthy mix of deposit (i.e. CASA/TD) and fee income products (i.e. investments, Bancassurance)
• Growth of the number of customers via customer acquisition and migration from Branch to Premier.
• Close collaboration with the branch partners to upgrade and grow affluent and HNWI client segment

Qualifications

• Bachelor Degree in Banking, Business Studies, Finance or equivalent.
• MBA holder will be an added advantage
• Good command of spoken and written English and Filipino
• Excellent communication and coalition building skills with an ability to balance, negotiate and work with a variety of internal and external stakeholders; high level of knowledge and understanding in the subject matters
• Self-driven and possess strong presentation skills
• Good analytical skills with strong strategic thinking abilities
• Previous experience in selling investment products or as a relationship manager is an added advantage