Relationship Manager

2 weeks ago

Manila, National Capital Region, Philippines AXA Full time
Relationship Manager - Wealth and Investment

Corporate Finance & Investment Banking (Banking & Financial Services)

Full time

Add expected salary to your profile for insights

  • Assist partners in generating new business to achieve defined SP targets in single pay AUM, fee income, and activation
  • Build and deepen relationships with partners to drive business
  • Help Identify clients' financial goals and expectations and assist partners in selecting appropriate investment opportunities
  • Create and implement sales strategies / activities
  • Meet annual goals / budgets in assigned area/desk (portfolio)
  • Develop existing and new client relationships
  • Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
  • Maintain communications with bank partners & clients to assess their needs and risk profile, advise on appropriate investment mix
  • Manage and monitor current portfolio to identify cross selling and upselling opportunities
  • Ensure product documentation including training modules and client presentation is at all times correct and appropriate
  • Maintain good level of knowledge of the Bank's systems and regulatory environment

Partnership Management

  • Building and maintaining strong, long-lasting JV relationship with bank partners by attending morning huddles and conducting monthly meetings to drive agreed strategies and review current performance.
  • Provide professional customer service to achieve high level of partner/customer satisfaction and retention by monitoring partner/customer feedback to ensure constant enhancement of service levels and efficiency
  • To drive collaborated actions for MBTC and AXA that will yield to a win-win result for both parties.
  • Ensure compliance with Bank's policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures.

Minimum Qualifications

  • Graduate of Bachelor Degree / with Master's Degree
  • At least 5-8 years work experience with a proven track record in investment sales
    • Preferably with experience in private wealth, private banking, or investment portfolio management of high net-worth clients of financial institutions.
    • Relevant banking experience
    • Portfolio Management & Risk Management
  • Licensed in SEC Fixed Income/SEC Equity/CIS/TCP is an advantage
  • Knowledge of Microsoft Office Suite (i.e. power point/excel)
  • An ability to understand and analyze sales performance metrics and current investment trends.
  • Solid customer service attitude with excellent negotiation skills
  • Strong communication and team management skills
  • Analytical skills with a problem-solving attitude & strong influential skills
  • Availability to travel as needed
  • Interacts, Collaborates and works well with teams

AXA Philippines is a joint venture between the Paris-based AXA Group and Metrobank Group, one of the Philippines' largest financial conglomerates. We are one of the largest and fastest growing insurance companies in the country, offering financial security to more than 1.5 million individuals.

Our purpose, to ACT FOR HUMAN PROGRESS BY PROTECTING WHAT MATTERS, is central to every action we take as a business. We empower our customers to live a better life and we are committed to constantly reinvent our business in order to simplify insurance even further – simply giving them peace of mind and providing better protection to all that matters to them.

We offer a complete range of life insurance and general insurance products for all our customers' insurance and protection needs. Life insurance products include solutions for savings and investments, income protection, and health coverage; general insurance products include protection for fire, car, personal accident, bonds, casualty, and engineering.

We have more than 3,000 financial advisors in 32 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide.

AXA Philippines as part of the society

AXA is committed to conducting its business according to the highest principles of honesty and fairness. This commitment to observing the utmost ethical standards is designed to ensure compliance with laws and regulations in the various jurisdictions where we operate, to earn the continued trust of our clients, shareholders, personnel and business partners. It is also our responsibility to explore solutions to balance social, environmental and economic collective action, to drive the shift towards net-zero emissions and overcome the world's sustainability problems.

AXA Philippines is a joint venture between the Paris-based AXA Group and Metrobank Group, one of the Philippines' largest financial conglomerates. We are one of the largest and fastest growing insurance companies in the country, offering financial security to more than 1.5 million individuals.

Our purpose, to ACT FOR HUMAN PROGRESS BY PROTECTING WHAT MATTERS, is central to every action we take as a business. We empower our customers to live a better life and we are committed to constantly reinvent our business in order to simplify insurance even further – simply giving them peace of mind and providing better protection to all that matters to them.

We offer a complete range of life insurance and general insurance products for all our customers' insurance and protection needs. Life insurance products include solutions for savings and investments, income protection, and health coverage; general insurance products include protection for fire, car, personal accident, bonds, casualty, and engineering.

We have more than 3,000 financial advisors in 32 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide.

AXA Philippines as part of the society

AXA is committed to conducting its business according to the highest principles of honesty and fairness. This commitment to observing the utmost ethical standards is designed to ensure compliance with laws and regulations in the various jurisdictions where we operate, to earn the continued trust of our clients, shareholders, personnel and business partners. It is also our responsibility to explore solutions to balance social, environmental and economic collective action, to drive the shift towards net-zero emissions and overcome the world's sustainability problems.

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