Wealth Relationship Manager – High-Net-Worth Clients

EastWest Bank; Cagayan de Oro; On-site; PHP 500,000 - 900,000; Full time

Benefits offered by this job

Career development and training opportunities

Competitive salary package

Performance-based incentives

Job summary

A leading universal bank in Cagayan de Oro City seeks an experienced Relationship Manager to drive business with high-net-worth clients. The role includes generating business, conducting financial analysis, and ensuring customer satisfaction. Candidates should have a Bachelor's degree and 2 to 5 years of sales experience in retail banking. The bank offers competitive salary packages and career development opportunities.

Qualifications

• 2 to 5 years of sales experience in retail banking, preferably in the wealth segment.
• Licensed to sell Fixed Income and Equities; with UITF TOAP Certification.
• Strong understanding of the macroeconomic landscape impacting wealth management.

Responsibilities

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

Skills

Relationship-building

Consultative selling

Financial analysis

Market trend analysis

Education

Bachelor's degree in Finance or related field

Tools

Financial products knowledge

Job description

A leading universal bank in Cagayan de Oro City seeks an experienced Relationship Manager to drive business with high-net-worth clients. The role includes generating business, conducting financial analysis, and ensuring customer satisfaction. Candidates should have a Bachelor's degree and 2 to 5 years of sales experience in retail banking. The bank offers competitive salary packages and career development opportunities.