Wealth Relationship Manager - Priority Banking

EastWest Bank; Cebu City; On-site; PHP 500,000 - 800,000; Full time

Benefits offered by this job

Competitive salary package

Career development and training opportunities

Performance-based incentives

Defined career progression paths

Job summary

A leading Philippine universal bank is seeking a Relationship Manager to prioritize high-net-worth clients. The role involves driving sales through consultative selling, maintaining client relationships, and providing tailored financial solutions. Candidates should have a Bachelor's degree in Finance or related fields and 2 to 5 years of retail banking sales experience. The position offers career development opportunities and a competitive salary package in a supportive work environment.

Qualifications

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

Responsibilities

• Drive business by prioritizing high-net-worth clients and cross-selling financial solutions.
• Conduct consultative financial analysis sessions with clients to determine suitable products.
• Maintain relationships and provide market information to assist in investment decisions.

Skills

Relationship-building

Consultative selling

Communication

Financial analysis

Sales experience

Education

Bachelor's degree in Finance or related fields

Job description

A leading Philippine universal bank is seeking a Relationship Manager to prioritize high-net-worth clients. The role involves driving sales through consultative selling, maintaining client relationships, and providing tailored financial solutions. Candidates should have a Bachelor's degree in Finance or related fields and 2 to 5 years of retail banking sales experience. The position offers career development opportunities and a competitive salary package in a supportive work environment.