Wealth Relationship Manager - Priority Banking

EastWest Bank; Cebu City; On-site; PHP 334,800 - 558,000; Full time

Benefits offered by this job

Career development and training opportunities

Performance-based incentives

Defined career progression paths

Job summary

A major banking institution in the Philippines is seeking a Relationship Manager in Cebu. This role involves driving business by prioritizing high-net-worth clients, providing financial solutions, and ensuring customer satisfaction. Candidates should have a Bachelor's degree in relevant fields and 2 to 5 years of sales experience in retail banking. Competitive salary and training opportunities are offered.

Qualifications

• 2 to 5 years of sales experience in retail banking, preferably in the wealth segment.
• Solid knowledge of financial products such as Deposits, FX, Fixed Income, and Equities.
• Licensed to sell Fixed Income and Equities; UITF TOAP Certification preferred.

Responsibilities

• Generate and maintain business to achieve sales targets.
• Build an information database on existing high-net-worth clients.
• Provide professional service to achieve customer satisfaction and retention.

Skills

Relationship-building

Consultative selling

Financial analysis

Communication

Education

Bachelor's degree in Finance, Accountancy, Banking, or related fields

Job description

A major banking institution in the Philippines is seeking a Relationship Manager in Cebu. This role involves driving business by prioritizing high-net-worth clients, providing financial solutions, and ensuring customer satisfaction. Candidates should have a Bachelor's degree in relevant fields and 2 to 5 years of sales experience in retail banking. Competitive salary and training opportunities are offered.