Wealth Relationship Manager-Bacolod

4 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

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