Business Relationship Manager

3 weeks ago


Caloocan, Philippines AXA Full time

BUSINESS RELATIONSHIP MANAGER

Job Purpose: Assist partners in generating new business to achieve defined SP targets in single pay AUM, fee income, and activation. Build and deepen relationships with partners to drive business. Help Identify clients’ financial goals and expectations and assist partners in selecting appropriate investment opportunities. Create and implement sales strategies / activities.

Sales Management
  • Meet annual goals / budgets in assigned area/desk (portfolio)
  • Develop existing and new client relationships
  • Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
  • Maintain communications with bank partners & clients to assess their needs and risk profile, advise on appropriate investment mix
  • Manage and monitor current portfolio to identify cross selling and upselling opportunities
  • Ensure product documentation including training modules and client presentation is at all times correct and appropriate
  • Maintain good level of knowledge of the Bank’s systems and regulatory environment
Partnership Management
  • Building and maintaining strong, long-lasting JV relationship with bank partners by attending morning huddles and conducting monthly meetings to drive agreed strategies and review current performance.
  • Provide professional customer service to achieve high level of partner/customer satisfaction and retention by monitoring partner/customer feedback to ensure constant enhancement of service levels and efficiency
  • To drive collaborated actions for MBTC and AXA that will yield to a win-win result for both parties.
  • Ensure compliance with Bank’s policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures.
Minimum Qualifications
  • Graduate of Bachelor Degree / with Master’s Degree
  • Has experience in private wealth, private banking, or investment portfolio management of clients.
  • Preferably has 5-8 years of working experience as a relationship manager or any similar role.
  • Great interpersonal skills is an advantage
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