Wealth Relationship Manager — Grow AUM & Client Portfolios

RCBC; Makati; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

RCBC is seeking a Relationship Manager to manage high net worth client accounts and deepen relationships in a banking environment. You will solicit new accounts, grow assets under management, and provide financial advisory services to clients while ensuring compliance and accurate documentation.

The role emphasizes client service excellence, robust networking, and proactive market insights to identify opportunities for product and service growth within the bank's wealth management unit.

Qualifications

• At least a 4 year graduate in business-related degree.
• Experience in soliciting new accounts and growing assets is preferred.
• Strong communication and client-facing skills.

Responsibilities

• Sols new accounts and grows existing accounts to meet sales targets.
• Develops and maintains a network of prospective clients and referrals.
• Ensures KYC/AML compliance and proper documentation.
• Provides financial advisory services to clients and supports relationship growth.

Skills

Relationship management

Sales skills

Networking

Client service

Education

4-year degree in business

Tools

CRM software

Job description

RCBC is seeking a Relationship Manager to manage high net worth client accounts and deepen relationships in a banking environment. You will solicit new accounts, grow assets under management, and provide financial advisory services to clients while ensuring compliance and accurate documentation.

The role emphasizes client service excellence, robust networking, and proactive market insights to identify opportunities for product and service growth within the bank's wealth management unit.