Wealth Retail Relationship Manager

RCBC; Philippines; On-site; PHP 700,000 - 1,000,000; Full time

Job summary

RCBC Philippines is seeking a Wealth Management professional to service high net worth clients within the Retail Banking Group and deepen existing relationships with informed investment guidance. You will plan calls and visits, assess risk profiles, identify opportunities to grow assets under management, and provide advice on investment products.

Collaborating with Relationship Managers, you will prepare portfolio reports and stay updated on markets to help clients achieve their financial

Qualifications

• Bachelor’s degree in a business field.
• Working knowledge of general banking and investment products.
• Sales and marketing orientation with client-facing experience.

Responsibilities

• Collaborate with the Retail Banking Group to deepen relationships with HNW clients.
• Plan calls/visits to identify investment needs and assess risk profiles.
• Prepare investment portfolio reports and discuss growth strategies for AuM and income.
• Assist Wealth Management RMs with financial advice and services as needed.
• Stay updated on markets and investment products to advise clients effectively.
• Source and acquire new clients for Wealth Management as required.

Skills

Banking knowledge

Investment products knowledge

Sales-oriented

Relationship management

Education

Bachelor's degree in Business

Job description

Job Summary

Collaborates with the Retail Banking Group in servicing and deepening existing relationships of high net worth clients of the Bank’s retail branches. Provides the HNW clients of RBG with financial guidance and information on various investment products and Wealth Management services. Acquires new clients for the Wealth Management Group. Assists and supports Relationship Managers (RMs) of the Wealth Management Group in offering financial advices and services to its clients as may be delegated or assigned.

How will you contribute?

• Collaborates with the Retail Banking Group (RBG) branch managers and sales officers in expanding and deepening the Bank’s relationship with the HNW clients of the retail branches by addressing the investment requirements of these clients.
• Systematically plans and schedules calls/visits to the HNW clients of the retail branches together with the RBG branch managers and sales officers to identify the investment needs and service requirements of HNW clients. Establishes clients’ risk profile, anticipates clients’ needs and creates opportunities to expand the Bank’s share of these clients’ wallets and increase profitability.
• Prepares periodic reports on the investment portfolio of the clients and discusses with the RBG’s business relationship managers and sales officers strategies and plans on growing the clients’ AuM and Income contribution.
• Assists and supports the Relationship Managers of the Wealth Management Group in offering financial advice and services to Wealth clients as may be delegated or assigned.
• Keeps himself updated with the markets and the latest news' and knowledgeable of investment products and services to be able to offer financial advice and services to clients that will assist clients in their financial objectives. Provides updates on financial market developments and opportunities to help clients make informed investment and business decisions.
• Sources and acquires new clients for the Wealth Management Group as may be required.

What will make you successful?

• Bachelor’s degree preferably of any business course
• Working knowledge of general banking. Knowledge of investment products and services, and the financial markets.
• Sales & marketing-oriented