Wealth Relationship Manager – High-Net-Worth Clients

EastWest Bank; Iloilo City; On-site; PHP 558,000 - 892,800; Full time

Benefits offered by this job

Career development and training opportunities

Competitive salary package

Performance-based incentives

Job summary

A prominent financial institution is seeking a Relationship Manager to drive business growth by prioritizing high-net-worth clients. The role involves achieving sales targets, conducting financial analyses, and enhancing customer satisfaction. Candidates should have a Bachelor's degree, relevant licenses, and experience in retail banking. The position offers competitive salary and career development opportunities.

Qualifications

• At least 2 to 5 years of sales experience in retail banking.
• Licensed to sell financial products including Fixed Income and Equities.
• Strong understanding of macroeconomic landscape.

Responsibilities

• Achieve sales targets and build a database of high-net-worth clients.
• Conduct financial analysis and consultative sessions with clients.
• Enhance customer satisfaction and retention through excellent service.

Skills

Sales experience in retail banking

Relationship-building skills

Consultative selling

Education

Bachelor's degree in Finance or related field

Tools

Financial product knowledge

Job description

A prominent financial institution is seeking a Relationship Manager to drive business growth by prioritizing high-net-worth clients. The role involves achieving sales targets, conducting financial analyses, and enhancing customer satisfaction. Candidates should have a Bachelor's degree, relevant licenses, and experience in retail banking. The position offers competitive salary and career development opportunities.