Relationship Manager - Wealth Management

A Relationship Manager - Wealth Management job has become available at a one of the foremost and fastest growing international banks in the Philippines.

About the Relationship Manager - Wealth Management Role:
In this role, you will be contributing to the growth and development of the wealth management team.

Key Responsibilities:

• 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 must have solid business development and relationship building skills, and strong knowledge of investments.

Key Requirements:

• Minimum of five 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 skills
• Strong customer orientation with inclination towards business development and sales
• Excellent written, communication, and interpersonal skills
• Strong motivation and personal drive to succeed, and ability to work with considerable autonomy and with a team

This company is one of the foremost and fastest growing international banks in the Philippines.

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 now to learn more.

Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.