Premier Relationship Manager

1 week ago

Metro Manila Philippines Q2 HR Solutions Full time

Premier Relationship Manager (with Banking Exp) Role focused on managing our highest value clients with professionalism, client focus and a broad understanding of financial planning fundamentals. The role requires acquiring, cross-selling and retaining a portfolio of Premier clients, collaborating with the branch and direct teams to meet business performance measures and plans (as defined by WPB). Responsibilities include active portfolio management, acquiring new clients and upgrading existing clients by becoming a trusted advisor, and reviewing the portfolio to identify cross-selling opportunities while embedding client loyalty. The role also involves referring non-qualified business to appropriate parties following proposition protocol, attracting new business by understanding client financial needs and delivering high standards of service quality. Opportunities for wealth reviews should be identified and referred to the appropriate wealth adviser to achieve business goals. Responsibilities Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales. Achieve agreed financial KPIs through development of existing and new relationships. Build effective relationships with clients to retain and develop sustainable relationships. Through disciplined portfolio management, develop strategies to increase wallet share of existing clients and actively manage a prospect pipeline. Ensure consistent excellent, personalised service is delivered to Premier clients and contribute to continuous improvement of Bank processes and standards. Maintain awareness of relevant products and services available from Group sources to provide best solutions and maximise revenues for Global Wealth and the Group. Work as part of an integrated branch management team to ensure standards and operating models are delivered to support Premier and Wealth Management strategy. Adhere to, and demonstrate adherence to, controls. Required and Preferred Qualifications Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent. Evidence of strong sales results in insurance and investment products; strong technical skills in wealth management. Relationship management experience with high-net-worth clients. Strong communication, client focus and influencing skills; able to communicate well in English and local languages. Strong sales orientation, networking and portfolio management skills. Sound knowledge of financial services products and services and the client relationship management system; understanding of business banking client segment and products and services. Local regulatory and license requirements; valid licenses with accreditation on wealth management and qualification as required by country. Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Management Industries Banking Note: This description reflects responsibilities and qualifications for the Premier Relationship Manager role and is intended for internal use in candidate evaluation. #J-18808-Ljbffr

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