Private Wealth Relationship Manager

4 weeks ago

Zamboanga del Sur Philippines Metrobank Full time

The Relationship Manager is the main touchpoint between the bank and the HNWI segment. The RM is accountable for the customer base’s risk appetite and investment profiles, and serves as the primary delivery channel of the bank’s brand of customer service. The RM contributes to the bank’s business growth by meeting financial targets from these relationship accounts. Specific Duties and Responsibilities: Coordinates with appropriate parties from the Retail Banking Sector, Institutional Banking Sector, Market Sales Group, Consumer Lending Group for new-to-Private Wealth referrals, and to secure the pre-requisites of PW-referred accounts Works with the PW Support team for the completion of client onboarding requirements Constructs, validates, updates the account’s profile to determine the client’s banking and investment needs and risk appetite, and recommends appropriate financial solutions accordingly. Conducts regular portfolio reviews as part of the assessment process. Recommends to the Department Head potential markets, client referral resources, and opportunities for an initial dialogue with prospective new-to-bank customers. Ensures existing clients and candidates for on-boarding are introduced to the department head Attends to customers’ queries consistent with the bank’s customer experience promise, and anticipates and creates other opportunities that will lead to enhanced business relationships Performs other functions that may be required from time to time Key Result Areas Profitability Assets Under Management (AUM) Growth Wallet Share Growth Customer Satisfaction Customer Acquisition Acceptable Risk and Audit Ratings AML compliance Qualifications Graduate of a Business/finance degree or other related studies, MBA is an advantage. At least 3 years of sales experience in the banking or financial services industry Strong analytical skills Good communication skills and confident in talking to senior clients and internal partners Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Industries Banking, Investment Banking, and Financial Services Location: Lanao Del Norte, Northern Mindanao, Philippines #J-18808-Ljbffr

  • Relationship Manager

    2 weeks ago

    , , Philippines Manulife Asset Management Full time

    Relationship Manager - Wealth & Investment Management Position: Relationship Manager – High Net Worth / Affluent Portfolio Type: Full-time Key Responsibilities Build, 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...

  • Relationship Manager

    4 weeks ago

    , CENTRAL VISAYAS, Philippines Curran Daly + Associates Full time

    About the Role: We are looking for dynamic and client-oriented professionals to join our team as Relationship Managers across our Commercial Banking , Private Wealth , Trust Sales , and Treasury Sales divisions. This role is open to candidates from Junior Assistant Manager to Manager level who are passionate about building relationships and driving business...

  • Executive Assistant, Private Wealth Division

    2 weeks ago

    Philippines Meaningful Banking from Metrobank Full time ₱250,000 - ₱500,000 per year

    Position Title: Executive Assistant - Private Wealth DivisionRole Exposure:Monitors activities of supervising executive to prevent over-lapping of schedulesGathers pertinent data from the supervising executive relative to the preparation of various reportorial requirementsProvides administrative support along the areas of committee meeting documentation,...

  • Wealth Sales Relationship Manager

    4 weeks ago

    , Metro Manila, Philippines HSBC Full time

    HSBC National Capital Region, Philippines Job Overview We are currently seeking an experienced professional to join our team as the Junior Wealth Sales Relationship Manager - BGC/Makati/Ortigas Branch . The role is client‑facing and focuses on managing a portfolio of Premier customers, acquiring new business, cross‑selling products and enhancing client...

  • Business Relationship Manager

    2 weeks ago

    Philippines AXA Full time ₱1,500,000 - ₱3,000,000 per year

    Please visit for more information.A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest...

  • Business Relationship Manager

    2 weeks ago

    Philippines AXA Full time ₱1,500,000 - ₱3,000,000 per year

    Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An. AXA Philippines is one of the first to introduce...

  • Business Relationship Manager

    2 weeks ago

    Philippines AXA Full time ₱1,500,000 - ₱2,500,000 per year

    A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks. BUSINESS RELATIONSHIP...

  • Premier Relationship Manager

    3 weeks ago

    , , Philippines HSBC Full time

    Premier Relationship Manager – Cebu HSBC is hiring a Premier Relationship Manager for Cebu, Philippines. The role focuses on managing high-net-worth clients, delivering exceptional financial service, and driving business growth. In This Role, You Will Demonstrate excellent understanding of client needs, recommend appropriate products and services, and...

  • Senior Project Manager

    4 weeks ago

    , Metro Manila, Philippines Private Advertiser Full time

    MUST BE WILLING TO REPORT FULL ONSITE IN ORTIGAS/MAKATI Project A At least 7years PM exposure Experience in distribution background with API integration. banking exposure is a PLUS Project W At least 8+ years of program / project management experience; proven track record in managing large scale/complex programs Ability to lead senior management discussions...

  • Newswriter, Private Equity

    2 weeks ago

    , , Philippines S&P Global, Inc. Full time

    About the Role: The successful candidate will be part of our expanding Private Equity and Real Estate news team, which covers global private equity news, and the US real estate market. The Location: Pasig City The Impact: Private Equity is a key focus for the business going forward, and the candidate will play a role in our coverage of the industry. What’s...