Wealth & Relationship Manager | Grow AUM & Cross-Sell

UnionBank Financial Services and Insurance Brokerage Inc. (UFSI); Philippines; On-site; PHP 300,000 - 600,000; Full time

Job summary

UnionBank of the Philippines is seeking a Relationship Manager for UFSI to build and maintain client relationships by delivering investment, insurance, and wealth management solutions aligned with each client’s goals and risk profile. The role focuses on growing assets under management and achieving sales targets within the bank’s regulatory framework.

Based in Makati City on a probationary contract, you will conduct portfolio reviews, identify cross-selling opportunities for loans and other

Qualifications

• Strong relationship-building and client management skills.
• Sales-driven professional with experience in investments, insurance, or banking products.
• Ability to identify client needs and recommend suitable financial solutions.
• Good understanding of wealth management, portfolio reviews, and financial markets.
• Results-oriented, organized, and committed to compliance and risk management standards

Responsibilities

• Manage and deepen relationships with clients through regular engagement and portfolio reviews.
• Achieve sales targets for investment, insurance, and wealth management products.
• Grow AUM and acquire new-to-bank clients through referrals and business development activities.
• Identify and maximize cross-selling opportunities for loans, credit cards, CASA, and other bank products.
• Ensure compliance with regulatory requirements, customer due diligence, and internal control processes.

Skills

Relationship building

Client management

Sales-driven

Wealth management

Portfolio reviews

Cross-selling

Compliance & risk management

Job description

UnionBank of the Philippines is seeking a Relationship Manager for UFSI to build and maintain client relationships by delivering investment, insurance, and wealth management solutions aligned with each client’s goals and risk profile. The role focuses on growing assets under management and achieving sales targets within the bank’s regulatory framework.

Based in Makati City on a probationary contract, you will conduct portfolio reviews, identify cross-selling opportunities for loans and other