Wealth Relationship Manager for High-Net-Worth Clients

China Banking Corporation (CBC); Murcia; On-site; PHP 500,000 - 700,000; Full time

Job summary

China Banking Corporation (CBC) is seeking a Wealth Relationship Officer to manage and grow relationships with high-net-worth clients, delivering personalized banking and wealth management solutions. You will acquire new clients through networking and referrals, assess financial needs, and tailor investment and trust offerings to client objectives.

The role involves partnering with internal teams to provide integrated wealth management services, monitor portfolios, and cross-sell relevant

Qualifications

• Bachelor's degree in business-related field or equivalent.
• 3 to 4 years of experience in Banking, Relationship Management, Sales, Marketing, or related field.
• Proven ability to build and maintain strong client relationships.
• Strong sales, communication, negotiation, and presentation skills.
• Basic knowledge of investments, wealth management, and financial concepts.
• Computer literate and proficient in Microsoft Office applications.
• Results-oriented, client-focused, and highly motivated.
• Strong interpersonal skills with affluent and high-net-worth clients.

Responsibilities

• Build and maintain strong relationships with high-net-worth individuals and affluent clients.
• Acquire new clients through networking, referrals, market prospecting, and business development activities.
• Conduct financial needs assessments to understand clients' goals, priorities, and investment objectives.
• Recommend appropriate banking, investment, trust, and wealth management solutions based on client needs.
• Work closely with internal partners to deliver a seamless and comprehensive client experience.
• Monitor client portfolios and identify opportunities to enhance value and support long-term financial goals.
• Cross-sell relevant banking products and services to strengthen client relationships and grow assets under management.
• Stay informed about market trends, investment opportunities, and industry developments to provide meaningful client insights.
• Ensure timely and responsive service while maintaining the highest standards of professionalism and confidentiality.

Skills

Sales skills

Communication

Negotiation

Presentation skills

Relationship building

Interpersonal skills

Education

Bachelor's degree in business-related field

Tools

Microsoft Office

Job description

China Banking Corporation (CBC) is seeking a Wealth Relationship Officer to manage and grow relationships with high-net-worth clients, delivering personalized banking and wealth management solutions. You will acquire new clients through networking and referrals, assess financial needs, and tailor investment and trust offerings to client objectives.

The role involves partnering with internal teams to provide integrated wealth management services, monitor portfolios, and cross-sell relevant