Wealth Relationship Manager for HNW Clients

RCBC; Cebu City; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

RCBC in Cebu City seeks a Relationship Manager to grow and manage high-net-worth client relationships. You will solicit new accounts, deepen existing relationships, and deliver tailored financial advisory services to maximize wallet share and revenue.

The role involves maintaining up-to-date client profiles, ensuring KYC/AML compliance, and coordinating cross-group collaboration to meet client needs and drive business growth.

Qualifications

• 4-year degree in business-related field.
• Strong sales and client networking skills.
• Knowledge of KYC and AML regulatory requirements preferred.

Responsibilities

• Solicits new accounts and grows existing relationships to meet sales targets.
• Maintains client profiles and coordinates with bank teams for service delivery.
• Ensures compliance with KYC/AMLA and other regulatory requirements.
• Provides financial advisory services and product recommendations.

Skills

Relationship building

Sales

Financial advisory

Client service

KYC/AMLA awareness

Education

Business degree

Job description

RCBC in Cebu City seeks a Relationship Manager to grow and manage high-net-worth client relationships. You will solicit new accounts, deepen existing relationships, and deliver tailored financial advisory services to maximize wallet share and revenue.

The role involves maintaining up-to-date client profiles, ensuring KYC/AML compliance, and coordinating cross-group collaboration to meet client needs and drive business growth.