Wealth Relationship Manager: Grow AUM & Client Value

RCBC; Cebu City; On-site; PHP 420,000 - 660,000; Full time

Job summary

RCBC is seeking a Relationship Manager in Cebu City to service high-net-worth individuals, build and deepen client relationships, and coordinate with internal teams for optimal financial advisory. The role requires establishing client investment needs and ensuring full regulatory compliance.

The ideal candidate will be a team player with a business degree and will preferably communicate in Chinese. Strong networking, planning, and client service skills are essential to drive revenue growth and

Qualifications

• Team player with confidence to lead clients into successful business transactions.
• Preference for Chinese-speaking candidates.
• Bachelor's degree in business or related field required.

Responsibilities

• Solicits new accounts and develops/deepens existing accounts to meet sales targets and assets under management.
• Develops and maintains a network of prospective clients and referrals; plans calls/visits regularly.
• Ensures up-to-date client information and compliance with BSP, KYC, AMLA and other regulations.
• Provides efficient account/relationship management and financial advisory services to foster client loyalty.

Skills

Team player

Chinese language (preferred)

Education

4-year business-related degree

Job description

RCBC is seeking a Relationship Manager in Cebu City to service high-net-worth individuals, build and deepen client relationships, and coordinate with internal teams for optimal financial advisory. The role requires establishing client investment needs and ensuring full regulatory compliance.

The ideal candidate will be a team player with a business degree and will preferably communicate in Chinese. Strong networking, planning, and client service skills are essential to drive revenue growth and