Wealth Relationship Manager, HNW Growth & Advisory

RCBC; Davao City; On-site; PHP 400,000 - 650,000; Full time

Job summary

RCBC is seeking a Relationship Manager to service, grow, and deepen high net worth client accounts, building strong relationships and providing financial advisory services through proactive client engagement.

The role emphasizes developing a robust client network, conducting regular client calls and visits, and ensuring compliance with KYC/AML requirements to foster loyalty and sustainable revenue growth.

Qualifications

• Solicits new accounts and develops/deepens existing accounts to meet targeted sales volume and revenues.
• Develops and maintains a good network of prospective clients and referrals and plans calls/visits.
• Ensures client information and documentation are complete and compliant with KYC/AML rules.

Responsibilities

• Provides financial advisory services to clients and coordinates with internal groups to meet client needs.
• Coaches Relationships Associates to market products and maintain client loyalty.
• Keeps clients informed on market developments and opportunities to grow assets and relationships.

Skills

Client relationship management

Sales and advisory services

Networking

Prospecting and account growth

Communication and interpersonal skills

Education

4-year business degree

Job description

RCBC is seeking a Relationship Manager to service, grow, and deepen high net worth client accounts, building strong relationships and providing financial advisory services through proactive client engagement.

The role emphasizes developing a robust client network, conducting regular client calls and visits, and ensuring compliance with KYC/AML requirements to foster loyalty and sustainable revenue growth.