Private Wealth Relationship Manager

2 weeks ago

Taguig, National Capital Region, Philippines Metropolitan Bank and Trust Company Full time

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development. With Metrobank, a meaningful life is within your reach

Job Summary:

The Relationship Manager is the main touchpoint between the bank and the HNWI segment. The RM is accountable for his customer base's risk appetite and investment profiles, and serves as the primary delivery channel of the bank's brand of customer service. The RM contributes to the bank's business growth by meeting financial targets from these relationship accounts.

Specific Duties and Responsibilities:

  • Coordinates with appropriate parties from the Retail Banking Sector, Institutional Banking Sector, Market Sales Group, Consumer Lending Group for new-to-Private Wealth referrals, and to secure the pre-requisites of PW-referred accounts
  • Works with the PW Support team for the completion of client onboarding requirements
  • Constructs, validates, updates the account's profile to determine the client's banking and investment needs and risk appetite, and recommends appropriate financial solutions accordingly.
  • Conducts regular portfolio reviews as part of the assessment process.
  • Recommends to the Department Head potential markets, client referral resources, and opportunities for an initial dialogue with prospective new-to-bank customers.
  • Ensures existing clients and candidates for on-boarding are introduced to the department head
  • Attends to customers' queries consistent with the bank's customer experience promise, and anticipates and creates other opportunities that will lead to enhanced business relationships
  • Performs other functions that may be required from time to time

Key Result Areas:

  • Profitability
  • Assets Under Management (AUM) Growth
  • Wallet Share Growth
  • Customer Satisfaction
  • Customer Acquisition
  • Acceptable Risk and Audit Ratings
  • AML compliance

Qualifications:

  • Graduate of a Business/finance degree or other related studies, MBA is an advantage;
  • At least 3 years of sales experience in the banking or financial services industry
  • Strong analytical skills
  • Good communication skills and confident in talking to senior clients and internal partners

Be part of a leading financial institution

Metrobank is the country's premiere universal bank with the largest consolidated network of over 2,200 automated teller machines nationwide, more than 900 domestic and 30 foreign branches, subsidiaries and affiliates. A recognized leader in the country's banking industry, Metrobank has become the trusted banking partner, staying true to its promise of keeping you in good hands.

Experience a fruitful and rewarding career

The driving force of Metrobank's success is its people who are committed to product quality and service excellence; practice strong work ethics and good governance. We uphold a culture anchored on our core values of customer delight, teamwork, passion for results and integrity. In Metrobank, hardwork is well-rewarded with a long term career and a competitive rewards system.

Learn from trusted professionals

Metrobank is an excellent training ground for individuals who aim to learn and gain exposure to the different facets of banking and finance. The learning opportunities are immense as you work with top-notch experts of the banking industry - a driven team of individuals who put value on excellence and passion for service.

Be part of a leading financial institution

Metrobank is the country's premiere universal bank with the largest consolidated network of over 2,200 automated teller machines nationwide, more than 900 domestic and 30 foreign branches, subsidiaries and affiliates. A recognized leader in the country's banking industry, Metrobank has become the trusted banking partner, staying true to its promise of keeping you in good hands.

Experience a fruitful and rewarding career

The driving force of Metrobank's success is its people who are committed to product quality and service excellence; practice strong work ethics and good governance. We uphold a culture anchored on our core values of customer delight, teamwork, passion for results and integrity. In Metrobank, hardwork is well-rewarded with a long term career and a competitive rewards system.

Learn from trusted professionals

Metrobank is an excellent training ground for individuals who aim to learn and gain exposure to the different facets of banking and finance. The learning opportunities are immense as you work with top-notch experts of the banking industry - a driven team of individuals who put value on excellence and passion for service.

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