We understand that no two organisations are the same. Find out more about how we've customised our recruitment offerings to help clients across South East Asia meet their needs.
We understand that no two organisations are the same. Find out more about how we've customised our recruitment offerings to help clients across South East Asia meet their needs.
philippinesbanking-financial-services/consumer-banking2023-07-302023-09-28bankingMakatiNational Capital RegionPHRobert Waltershttps://www.robertwalters.com.phhttps://www.robertwalters.com.ph/content/dam/robert-walters/global/images/logos/web-logos/square-logo.pngtrue
A promising Relationship Manager - Wealth Management job has opened up in a wealth management team in Manila.
About the Relationship Manager - Wealth Management Role: In this role, you will contribute 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 on investments.
Key Requirements:
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 ability to work with considerable autonomy and with a team
The company is one of the leading foreign banks and needs no further introduction.
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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