Relationship Manager
5 hours ago
Relationship Manager – Wealth Management RCBC, Makati, National Capital Region, Philippines Job Summary Services, grows and further deepens existing as well as new accounts / relationships of high net worth individuals that may be referred, assigned, transferred, or delegated to them. Solicits new accounts and develops/deepens existing accounts in order to generate and meet targeted sales volume or assets under management (AUM) and revenues/income for the bank. Strives to capture a bigger share of clients’ wallet in order to maximize opportunities and maintain a more profitable relationship with clients. Develops and maintains a good network of prospective clients and referrals and systematically plans and schedules calls/visits. Conducts regular client calls and visits to identify clients’ investment needs and service requirements and to also explore other opportunities for growth. Establishes clients’ investment needs profile, anticipates clients’ needs and creates opportunities to sell more products and services. Ensures proper, complete and regular up-to-date client information as required in account opening documents, risk profile, and other transaction documentations. Ensures that all bank and government regulations, e.g. BSP, are followed including Know Your Client (KYC) and AMLA. Conducts sales coaching session for Relationship Associate/s (RA’s) to ensure that RA’s are equipped to market products. Provides efficient and professional account/relationship management and financial advisory services to ensure/encourage clients’ loyalty and continued patronage. Ensures provision of excellent customer service through accurate and timely servicing of accounts. Regularly and proactively recommends products and services deemed appropriate to the clients’ investment needs and risk profile and are mutually beneficial to the clients and the bank as well. Continuously provides updates on financial market developments and opportunities like foreign currency fluctuations, bond and stock markets, etc., to help clients make informed investment and business decisions. Assists and liaises for WM clients in coordinating with other groups within the Bank as well as with other YGC companies and affiliates. What will make you successful? A team player with the skills to carry themselves with an air of confidence towards their clients in order to lead them into a successful business transaction that help the business units grow. At least a 4‑year graduate on any business related degree. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Sales, Marketing, and Finance Industries Banking #J-18808-Ljbffr
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ACCOUNT MANAGER
2 weeks ago
Makati, Philippines ACCOUNT MANAGER Full timeJob Opening ACCOUNT MANAGER Job Industry Information Services Job Type Full-Time Experience Level Mid-Senior Level Date Posted Job Location MakatiMakatiMakatiMakatiPhilippines Company Information ACCOUNT MANAGER Job Description Be Faithful and diligent in coming to work daily and conforms to work hours Complete all required training, discussions, meetings,...
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Relationship Manager
2 weeks ago
Makati, Philippines Guevent Investments Development Corp. Full timeOur client, the country’s premier auction house, is seeking a Relationship Manager to join our dynamic team. This role builds and maintains relationships with new and existing clients, guides sellers through consignment and buyers through bidding to purchase settlement, and coordinates logistics for consignments or purchases as needed. What you’ll do:...
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Relationship Manager
5 hours ago
Makati, Philippines Mizuho Full timeRelationship Manager The ideal candidate is a team player with at least 3 years of experience as Relationship Manager handling corporate accounts. Responsibilities Solicits and negotiates deals and executes transactions from new and existing accounts Manages and grows the assigned accounts while maintaining the required credit quality and compliance in all...
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Relationship Manager
1 week ago
Makati, Philippines Paybiz Full timeGet AI-powered advice on this job and more exclusive features. Join Our Team at Paynamics Technologies Inc! Paynamics Technologies Inc. is a Payment Service Provider and Software Development company based in Manila, Philippines. The company offers electronic payment products such as credit card/debit card processing, check processing, and alternative...
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Relationship Manager
3 days ago
Makati City, National Capital Region, Philippines Private Advertiser Full time ₱900,000 - ₱1,200,000 per year1. Monthly preparation and submission of WAVE, EXCOM and MCO reports.2. Quarterly preparation and submisison on Wealth Commission Report.3. Daily Approver on Money Market Placements and Bank Loans availment.4. Occasional Approver on BSP MOS, verifier on BSP Philpass Plus, verifier on ROC.Weekly checker of BSP CRRAR Report prepared by Treasury...
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Relationship Manager
3 days ago
Makati City, National Capital Region, Philippines Security Bank Corporation Full time ₱900,000 - ₱1,200,000 per yearJOB SUMMARYTheRelationship Managerof the Corporate Banking Group develops client portfolio of accounts to deliver budgeted goals and targets through cross-selling of bank products and new account on-boarding. S/He achieves revenue goals by approved through account planning, account profitability and risk management metrics.DUTIES AND RESPONSIBILITIESPrepares...
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Relationship Manager
3 weeks ago
Makati, Philippines First Metro Asset Management Inc. Full timeThe position is responsible for over-all sales performance, acquisition of new business, retention of quality business and relationship management through the direct sales channel. College graduate preferably business related Supervisory level - sales related field work preferably in financial services but not required Basic knowledge in Investments,...
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Relationship Manager
1 week ago
Makati City, National Capital Region, Philippines China Bank PH Full time ₱900,000 - ₱1,200,000 per yearAbout You & The RoleAs a Relationship Manager under the Retail Banking Business Segment, you'll be at the heart of our branch, working closely with clients, colleagues, and leaders to deliver exceptional banking services and support our branch's success.What You'll Be DoingGrowing and nurturing existing deposit accounts and acquiring new clients.Delivering...
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Relationship Manager
7 days ago
Makati City, National Capital Region, Philippines Manulife Wealth & Asset Management Full time ₱60,000 - ₱120,000 per yearPosition:Relationship Manager – High Net Worth / Affluent PortfolioType: Full-timeKey ResponsibilitiesBuild, manage and grow a portfolio of HNWI / affluent individual clients.Serve as the lead advisor for clients: understand each client's financial goals, risk appetite, insurance and investment needs, and propose tailored solutions (insurance, wealth &...
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Relationship Manager
3 days ago
Makati City, National Capital Region, Philippines CIBI Information Inc. Full time ₱1,200,000 - ₱2,400,000 per yearBe part ofCIBI Information Inc., a purpose-driven company at the forefront of enabling better credit decisions in the Philippines and beyond.About the role:CIBI is looking for a dynamicRelationship Managerto join ourFSI Sales Team, focused on promoting our Credit Bureau solutions to financial institutions - from leading global brands to fast-growing...
