Wealth Relationship Officer

Chinabank PH; Central Luzon; On-site; PHP 700,000 - 1,100,000; Full time

Job summary

Chinabank Philippines is seeking a Wealth Relationship Officer to manage and grow relationships with high-net-worth clients, delivering personalized banking and wealth management solutions.

The role involves acquiring new clients through networking and referrals, deepening relationships, and delivering integrated wealth services across banking, investments, trust, and financial planning.

Qualifications

• Bachelor's degree in any business-related field.
• 3–4 years of experience in Banking, Relationship Management, Sales, Marketing or related field.
• Proven ability to build and maintain strong client relationships.
• Strong sales, communication, negotiation, and presentation skills.
• Basic knowledge of investments, wealth management, and financial concepts.
• Computer literate and proficient in Microsoft Office.
• Results-oriented and client-focused with high motivation.
• Strong interpersonal skills to engage affluent clients.

Responsibilities

• Build and maintain strong relationships with high-net-worth individuals and affluent clients.
• Acquire new clients through networking, referrals, market prospecting, and business development activities.
• Conduct financial needs assessments to understand clients' goals, priorities, and investment objectives.
• Recommend appropriate banking, investment, trust, and wealth management solutions based on client needs.
• Work closely with internal partners to deliver a seamless and comprehensive client experience.
• Monitor client portfolios and identify opportunities to enhance value and support long-term financial goals.
• Cross-sell relevant banking products and services to strengthen client relationships and grow assets under management.
• Stay informed about market trends, investment opportunities, and industry developments to provide meaningful client insights.
• Ensure timely and responsive service while maintaining the highest standards of professionalism and confidentiality.

Skills

Sales

Communication

Negotiation

Presentation

Relationship management

Investments knowledge

Education

Bachelor's degree in business-related field

Tools

Microsoft Office

Job description

Are you passionate about building relationships, helping clients achieve their financial goals, and delivering exceptional service? As a Wealth Relationship Officer, you will be responsible for managing and growing relationships with high-net-worth clients by providing personalized banking and wealth management solutions.

In this role, you will acquire new clients through networking, referrals, and business development activities while deepening relationships with existing clients through financial needs assessment and proactive portfolio management. You will work closely with various business units across the Bank to deliver integrated wealth management, investment, trust, and financial planning solutions tailored to each client's unique objectives.

This is an excellent opportunity for relationship-driven professionals who enjoy combining client engagement, business development, and financial advisory services in a dynamic and rewarding environment.

What You Will Be Doing

• Build and maintain strong relationships with high-net-worth individuals and affluent clients.
• Acquire new clients through networking, referrals, market prospecting, and business development activities.
• Conduct financial needs assessments to understand clients' goals, priorities, and investment objectives.
• Recommend appropriate banking, investment, trust, and wealth management solutions based on client needs.
• Work closely with internal partners to deliver a seamless and comprehensive client experience.
• Monitor client portfolios and identify opportunities to enhance value and support long-term financial goals.
• Cross-sell relevant banking products and services to strengthen client relationships and grow assets under management.
• Stay informed about market trends, investment opportunities, and industry developments to provide meaningful client insights.
• Ensure timely and responsive service while maintaining the highest standards of professionalism and confidentiality.

What Success Looks Like

In this role, you will:

• Establish long-term, trusted relationships with clients and become their preferred banking and wealth management partner.
• Consistently grow your client portfolio through successful acquisition and relationship management efforts.
• Help clients achieve their financial goals through tailored solutions and sound financial guidance.
• Increase client engagement, satisfaction, and retention through exceptional service delivery.
• Identify and capitalize on opportunities to deepen client relationships and expand product utilization.
• Develop expertise in wealth management, investment solutions, and financial planning while advancing your career in relationship management.

Qualifications

• Bachelor's Degree in any business-related course or equivalent.
• At least 3 to 4 years of experience in Banking, Relationship Management, Sales, Marketing, or a related field.
• Proven ability to build and maintain strong client relationships.
• Strong sales, communication, negotiation, and presentation skills.
• Basic knowledge of investments, wealth management, and financial concepts.
• Computer literate and proficient in Microsoft Office applications.
• Results-oriented, client-focused, and highly motivated.
• Strong interpersonal skills with the ability to engage confidently with affluent and high-net-worth clients.

What You Can Expect Here

• Opportunity to work with a growing portfolio of affluent and high-net-worth clients.
• Exposure to wealth management, investments, trust services, and financial planning solutions.
• A collaborative environment with access to experienced banking and wealth management professionals.
• Ongoing learning and professional development opportunities to strengthen your advisory and relationship management capabilities.
• A rewarding career path with opportunities for growth, increased client exposure, and leadership development.
• Competitive compensation, incentives, and comprehensive employee benefits.

If you are a relationship-builder who enjoys helping clients achieve financial success while growing your own professional career, we'd love to hear from you.

Join us as a Wealth Relationship Officer and become part of a team dedicated to delivering exceptional wealth management solutions and personalized client experiences.