Premier Wealth Relationship Manager
3 hours ago
Role Overview The Premier Wealth Relationship Manager is responsible for managing and growing the Bank’s affluent and high-net-worth (HNW) customer segment in line with Maybank’s Consumer Financial Services (CFS) aspirations and client value proposition (CVP). The role focuses on increasing investable assets, fee income, and customer base through strategic acquisition, migration, and retention initiatives. Key Responsibilities Drive growth in deposits, investments, and fee-based products to achieve profitability targets. Strengthen client relationships to deepen wallet share and manage attrition. Lead customer acquisition and migration from mass to premier segments. Collaborate closely with internal partners (Trust, Global Markets, Cards, Consumer Lending) and external stakeholders to ensure seamless implementation of Premier Banking strategies and campaigns. Support branches in executing segment initiatives and maintaining service excellence. Qualifications Bachelor’s degree in Banking, Business, Finance, or related field (MBA preferred). Strong communication, presentation, and stakeholder management skills. Strategic thinker with strong analytical and business development capabilities. Self-driven and results-oriented. Experience in investment product sales or relationship management is an advantage. #J-18808-Ljbffr
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Premier Wealth Relationship Manager
3 days ago
San Fernando, Central Luzon, Philippines Maybank Full time ₱6,000,000 - ₱8,000,000 per yearRole OverviewThe Premier Wealth Relationship Manager is responsible for managing and growing the Bank's affluent and high-net-worth (HNW) customer segment in line with Maybank's Consumer Financial Services (CFS) aspirations and client value proposition (CVP). The role focuses on increasing investable assets, fee income, and customer base through strategic...
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Wealth Relationship Manager-Greenhills
3 weeks ago
San Juan, Philippines Maybank Full timeWealth Relationship Manager-Greenhills Responsibilities Manage & grow the Bank’s affluent & HNW customer segment in terms of Investable Assets (IA), fee income and customers numbers, in line with CFS aspirations and segment’s client value proposition (CVP). Accountable for the implementation of the segment’s customer acquisition, migration and...
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Relationship Officer
3 days ago
San Fernando, Central Luzon, Philippines China Bank PH Full time ₱1,200,000 - ₱2,400,000 per yearResponsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers; acquire new relationships through direct prospecting and by developing a network of internal and external referral sources; cultivate, expand and strengthen existing relationships through in-depth profiling...
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Financial Wealth Planner | Part Time | WFH
4 weeks ago
San Fernando, Philippines One Zenith Full timeExecutive Wealth Manager | Helping exceptionally talented individuals unleash their potential and achieve their goals. About the Role: We are seeking passionate and motivated individuals to join our team as Financial Wealth Planners . This is an excellent opportunity for fresh graduates or career shifters who want to build a rewarding profession in financial...
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Relationship Manager
3 weeks ago
San Fernando, Philippines Circa Logica Group Full timeJob Responsibilities: - Generate and evaluate loan applications aligned with the bank’s lending goals. - Manage loan approval processes, documentation, and timely disbursements. - Monitor loan accounts, identify risks early, and implement solutions to maintain portfolio quality. Qualifications: - 3+ years of banking and sales experience, preferably as a...
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Registered Client Service Associate
2 weeks ago
San Fernando, Philippines Oliver James Full timeJoin to apply for the Registered Client Service Associate role at Oliver James I’ve partnered with a distinguished wealth management firm that has been serving individuals, families, corporations, and nonprofit organizations for decades. The firm manages billions in assets and is widely respected for providing holistic, fiduciary-focused advice and highly...
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Relationship Associate
1 week ago
San Fernando, Central Luzon, Philippines Wisefund Finance Corporation Full time ₱144,000 - ₱156,000 per yearDUTIES AND RESPONSIBILITIES:· Handling, updating and assisting day-to-day loan consultant concerns/ queries Coordinate with the credit and loan processing teams to facilitate the approval of loans.· Assist in Recruitment and Onboarding and maintain strong relationship with Loans Consultants.· Boost sales engagement of assigned Loans Consultant per branch...
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Business Relationship Manager
7 days ago
San Juan, Philippines Paratron Industries Full timeAbout the role As a Business Relationship Manager at Paratron Industries, you will play a crucial role in driving strategic partnerships and managing key client relationships. This full‑time position is based in San Juan City, Metro Manila, and is integral to the company's growth and success within the Information & Communication Technology industry. What...
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Business Relationship Manager
1 week ago
San Juan, National Capital Region, Philippines Paratron Industries Full time ₱900,000 - ₱1,200,000 per yearAbout the role As a Business Relationship Manager at Paratron Industries', you will play a crucial role in driving strategic partnerships and managing key client relationships. This full-time position is based in San Juan City, Metro Manila, and is integral to the company's growth and success within the Information & Communication Technology industry.What...
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Financial Sales Associate
3 weeks ago
San Fernando, Philippines Manulife Full timeOverview The Financial Sales Associate is responsible for providing life insurance solutions to bank’s clients. He/she will work in coordination with branch, sales and service teams, and we are looking for a dynamic individual with an independent mindset and the drive to succeed. Responsibilities The Financial Sales Associate is responsible for providing...