Wealth Relationship Manager | Grow High‑Net‑Worth Portfolios

RCBC; Manila; On-site; PHP 700,000 - 1,100,000; Full time

Job summary

RCBC in Manila seeks a Relationship Manager to service high‑net worth clients, grow the bank’s asset base, and deepen long‑term relationships.

You will solicit new accounts, develop existing portfolios, conduct regular client calls and visits, identify investment needs, and present suitable products and services.

You will ensure KYC/AML compliance, coordinate with internal teams, and provide professional financial advisory while maintaining high standards of customer service.

Qualifications

• 4-year degree in business-related field.
• Experience in high net worth banking is preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Solicits new accounts and develops existing accounts to meet targeted sales volume or AUM.
• Develops and maintains a network of prospective clients and referrals; plans calls/visits.
• Ensures KYC/AML compliance and proper regulatory documentation.
• Provides financial advisory services and coordinates with internal groups to serve clients.

Skills

Relationship management

Sales

Client acquisition

Education

Bachelor's degree in Business

Job description

RCBC in Manila seeks a Relationship Manager to service high‑net worth clients, grow the bank’s asset base, and deepen long‑term relationships.

You will solicit new accounts, develop existing portfolios, conduct regular client calls and visits, identify investment needs, and present suitable products and services.

You will ensure KYC/AML compliance, coordinate with internal teams, and provide professional financial advisory while maintaining high standards of customer service.