Wealth Relationship Manager: High-Net-Worth Advisory

EastWest Bank; Iloilo City; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Career development and training opportunities

Performance-based incentives

Competitive salary package and benefits

Job summary

A large universal bank in the Philippines seeks a Relationship Manager to support high-net-worth clients with financial solutions and cross-selling strategies. The role demands strong relationship-building skills and a solid understanding of financial products. Ideal candidates should have a Bachelor's degree in Finance or relevant fields, with at least 2–5 years of retail banking sales experience. This position offers career development opportunities, competitive salaries, and performance-based incentives.

Qualifications

• At least 2 to 5 years of sales experience in retail banking, preferably in wealth segment.
• Solid knowledge of a wide range of financial products.
• Excellent relationship‑building and communication skills.

Responsibilities

• Generate and maintain business to achieve sales targets.
• Conduct financial analysis and profiling sessions with high-net-worth clients.
• Provide professional service to achieve customer satisfaction.

Skills

Relationship building

Consultative selling

Financial analysis

Market trend analysis

Education

Bachelor's degree in Finance or related fields

Tools

Fixed Income and Equities certification

Insurance licenses

Job description

A large universal bank in the Philippines seeks a Relationship Manager to support high-net-worth clients with financial solutions and cross-selling strategies. The role demands strong relationship-building skills and a solid understanding of financial products. Ideal candidates should have a Bachelor's degree in Finance or relevant fields, with at least 2–5 years of retail banking sales experience. This position offers career development opportunities, competitive salaries, and performance-based incentives.