Wealth Relationship Manager – Priority Banking

EastWest Bank; Metro Manila; On-site; PHP 446,400 - 669,600; Full time

Benefits offered by this job

Career development and training opportunities

Performance-based incentives

Defined career progression paths

Job summary

A financial institution in Metro Manila is seeking a Relationship Manager to enhance business through innovative financial solutions for high-net-worth clients. The role involves driving sales targets, conducting financial analysis, and maintaining strong client relationships. Candidates should have a Bachelor's degree in relevant fields, licensing in financial products, and 2 to 5 years of retail banking sales experience. Competitive salary and career development opportunities offered.

Qualifications

• Licensed to sell Fixed Income and Equities with UITF TOAP Certification.
• At least 2 to 5 years of sales experience in retail banking, preferably in wealth segment.
• Solid knowledge of financial products including Deposits, FX, Fixed Income, and Loans.

Responsibilities

• Drive business by prioritizing high-net-worth clients for financial solutions.
• Generate and maintain business to achieve sales targets.
• Conduct consultative financial analysis and profiling sessions with clients.

Skills

Relationship-building

Sales experience

Financial analysis

Consultative selling skills

Education

Bachelor's degree in Finance, Accountancy, Banking, or Business Administration

Job description

A financial institution in Metro Manila is seeking a Relationship Manager to enhance business through innovative financial solutions for high-net-worth clients. The role involves driving sales targets, conducting financial analysis, and maintaining strong client relationships. Candidates should have a Bachelor's degree in relevant fields, licensing in financial products, and 2 to 5 years of retail banking sales experience. Competitive salary and career development opportunities offered.