Relationship Manager - Wealth Management
Salary Market Aligned
Consultant Micah Casem
Job Ref 1817180/001
Date posted 28 June 2022philippines banking-financial-services/consumer-banking 2022-07-14 2022-08-27 banking Taguig National Capital Region PH Robert Walters https://www.robertwalters.com.ph https://www.robertwalters.com.ph/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png
An exciting Relationship Manager - Wealth Management job has opened up in a wealth management team.
About the Relationship Manager - Wealth Management Role:
In this role, you will be contributing to the growth and development of the wealth management team.
- Achieve the department’s financial targets and contribute to the overall business profitability
- Grow and deepen relationships with high net worth customers, ensuring good understanding of their investment needs and becoming trusted investment advisers
- Collaborate with branch partners on developing strategies to maintain strong relationships, anticipate customer needs, and provide high quality service at all times
- Work closely with colleagues from product and service partners to identifying opportunities to strengthen relationships and provide technical advice to customers when necessary
- Monitor client portfolios and safeguard the bank’s interest and minimise operations and credit risk
To succeed in this Relationship Manager - Wealth Management job, you should have solid business development and relationship building skills, and strong knowledge on investments.
- Minimum of three years' significant work experience in wealth management or private banking
- Certified SEC Fixed Income Salesman is an advantage
- Good knowledge of the financial markets, investment products and services, and strong credit kills
- Strong customer orientation with inclination towards business development and sales
- Excellent written, communication, and interpersonal skills
- Strong motivation and personal drive to succeed; and can work with considerable autonomy and with a team
The company is one of the foremost and fastest growing local banks in the Philippines whose business has been functioning for over 20 years. Due to their aggressive and recent expansions, they are looking for proficient professionals to join their rising organisation.
If you have the drive and determination to contribute to a growing business, this is Relationship Manager - Wealth Management role is perfect for you.
Apply today or contact me to discuss this new opportunity.
Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.
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