Wealth Relationship Manager-Head Office

4 weeks ago

Taguig, Philippines Maybank Full time

Maybank Taguig, National Capital Region, Philippines

Wealth Relationship Manager - Head Office

Location: Taguig, National Capital Region, Philippines

Overview Responsibilities
  • Manage & 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 the segment’s client value proposition (CVP).
  • Accountable for the implementation of the segment’s customer acquisition, migration and retention initiatives.
  • Collaborate with internal (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 attrition.
  • Deliver profitability through a healthy mix of deposits (CASA/TD) and fee income products (investments, Bancassurance).
  • Grow the number of customers via acquisition and migration from Branch to Premier.
  • Close collaboration with branch partners to upgrade and grow 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 an ability to balance, negotiate and work with a variety of internal and external stakeholders; high level of knowledge and understanding in the subject matters.
  • 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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