Wealth Relationship Manager-Bacolod

2 weeks ago

Bacolod, Philippines Maybank Full time

Overview Maybank Bacolod, Western Visayas, Philippines Wealth Relationship Manager-Bacolod Role overview: Manage and grow the Bank’s affluent and high-net-worth (HNW) client base in terms of investable assets, fee income and customer numbers, in line with CFS aspirations and the segment’s client value proposition (CVP). Responsibilities Manage and grow the Bank’s affluent & HNW customer segment in terms of Investable Assets (IA), fee income and customer numbers, in line with CFS aspirations and CVP. Accountable for the implementation of the segment’s customer acquisition and migration strategies; collaborate with internal teams (e.g., Trust, Global Markets) and external counterparts. Collaborate with other CFS units (CD, Cards, Consumer Lending, etc.) to ensure deployment of Premier Banking strategies and CVP at branches. Client engagement and relationship building to deepen wallet share while managing the attrition rate of funds. Deliver profitability through a healthy mix of deposits (CASA/TD) and fee income products (e.g., investments, Bancassurance). Grow the number of customers via acquisition and migration from Branch to Premier. Work closely with branch partners to upgrade and grow the affluent and HNWI client segment. Qualifications Bachelor Degree in Banking, Business Studies, Finance or equivalent. MBA holder will be an added advantage. Good command of spoken and written English and Filipino. Excellent communication and coalition-building skills with the ability to balance, negotiate and work with a variety of internal and external stakeholders; strong subject-matter knowledge. Self-driven and possess strong presentation skills. Good analytical skills with strong strategic thinking abilities. Previous experience in selling investment products or as a relationship manager is an added advantage. Seniority level Mid-Senior level Employment type Full-time Job function Sales and Customer Service Industries Banking We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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