Relationship Associate
5 hours ago
Relationship Associate - Wealth Management RCBC Makati, National Capital Region, Philippines Job Summary Responsible in servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken. Responsibilities Assists the Relationship Manager (RM) in regularly and continuously servicing Wealth Management clients that provide substantial businesses to the Bank in terms of investments and growth in total assets under management (AUM). Supports RM with tasks and projects being undertaken. Provides close coordination with RM in regard to client’s transaction activities and documentation requirements, investments, placements and opening of account. Checks documents submitted and signed by clients as a result of bookings with Wealth Management. Ensures completeness and accuracy of documents from clients with regards to opening of accounts, loan application and investment bookings in compliance with the Bank as well as legal and regulatory requirements such as BSP, KYC and AMLA. Works with the RM in all aspects pertaining to the preparation, development, completion, and completion of each task / project. Supports and shares in the tasks which are being carried out by the RM in order to attend to more important matters. Maintains and services Wealth Management clients by ensuring correctness / accuracy and completeness of reports, certificates, balances, advices, confirmations and other documents delivered to WM clients. Provides and delivers high standard level of personalized and efficient service to Wealth Management clients on their banking needs and transactions. Ensures that client documents are checked, sealed properly and marked Private and Confidential if needed or requested by client before delivery. Ensures Wealth Management clients are satisfied with the service and attention given. Constantly updates oneself of the various financial products and investments in the marketplace. Monitors activities of placements/investments and loan facilities of the WM clients by monitoring their placements and advising them regarding their maturities and carrying out clients’ instructions on booking, rollovers, withdrawals and other services that may affect their investment/placements. Updates clients’ transactions daily in the Wealth Management system. Maintains harmonious, trusting and long lasting relationship with clients and the Bank and to track business levels versus targets. Assists and liaises for WM clients in coordinating with other groups within the Bank as well as with other YGC companies and affiliates. Ensures prompt and efficient servicing of clients’ requirements. Provides the “extra mile” for WM clients to establish a harmonious and friendly atmosphere yet trustworthy and with professional decorum. Qualifications College Graduate of any Business course. Working knowledge of banking operations and policies. At least three (3) years experience in investment banking. Seniority level Mid-Senior level Employment type Full-time Job function Sales, Marketing, and Finance Industries Banking Referrals increase your chances of interviewing at RCBC by 2x #J-18808-Ljbffr
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Relationship Associate
3 days ago
Makati City, National Capital Region, Philippines AFFINITY HEALTH & WELLNESS CORPORATION Full time ₱400,000 - ₱600,000 per yearWe're Hiring: Relationship AssociatesLocation: Rufino St., MakatiEmployment Type: Full-time | 8:30 AM – 5:30 PM, Monday to FridayAre you passionate about building strong client relationships and delivering excellent service? Join our growing team at Affinitas Insurance Brokers as a Relationship AssociateWhat You'll Do:Serve as a key support to Relationship...
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Relationship Associate
2 weeks ago
Makati City, National Capital Region, Philippines AFFINITY HEALTH & WELLNESS CORPORATION Full time ₱200,000 - ₱250,000 per yearWe're Hiring: Relationship AssociatesLocation: Rufino St., MakatiEmployment Type: Full-time | 8:30 AM – 5:30 PM, Monday to FridayAre you passionate about building strong client relationships and delivering excellent service? Join our growing team at Affinitas Insurance Brokers as a Relationship AssociateWhat You'll Do:Serve as a key support to Relationship...
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Relationship Associate
2 weeks ago
Makati City, National Capital Region, Philippines Affinity Dental Clinics Full time ₱200,000 - ₱250,000 per yearLocation: Rufino St., MakatiEmployment Type: Full-time | 8:30 AM – 5:30 PM, Monday to FridayAre you passionate about building strong client relationships and delivering excellent service? Join our growing team at Affinitas Insurance Brokers as a Relationship AssociateWhat You'll Do:Serve as a key support to Relationship Managers in handling existing...
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Customer Relationship Associate
1 week ago
Makati City, National Capital Region, Philippines Credit Corp Full time ₱900,000 - ₱1,200,000 per yearAll Work types Full-time (1)All Locations Manila - Makati City (1)All Categories Collections (1) Customer Service & Call Centre (1)Customer Relationship Associate - US CCSApply nowJob no:495023Work type:Full-timeLocation:Manila - Makati CityCategories:Collections, Customer Service & Call CentreCUSTOMER RELATIONSHIP ASSOCIATE US CCSLand a job before the...
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Relationship Associate
3 weeks ago
Makati, Philippines RCBC Full timeJob Summary Assists and supports the Relationship Managers in the servicing of accounts and marketing of bank products and services with focus on loans, trade financing, and deposits. How will you contribute? Through client calls and coordination with the relationship managers, solicits new and quality clients that could give substantial business to the...
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Customer Relationship Associate
2 weeks ago
Makati City, National Capital Region, Philippines Credit Corp Group Limited Full time ₱200,000 - ₱400,000 per yearCustomer Relationship Associate - US CCSJob no: 495023 Work type: Full-time Location: Manila - Makati City Categories: Collections, Customer Service & Call CentreCUSTOMER RELATIONSHIP ASSOCIATE US CCSLand a job before the Holiday season begins and still spend time with family and friends during Christmas and New YearCreditCorp Inc is looking for people like...
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Relationship Associate
1 hour ago
Makati, Philippines RCBC Full timeJob Summary Assists and supports the Relationship Managers in servicing accounts and marketing bank products and services with a focus on loans, trade financing and deposits. Responsibilities Through client calls and coordination with the relationship managers, solicits new and quality clients that could bring substantial business to the bank. Keeps abreast...
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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
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 Associate
4 days ago
Makati, Philippines Affinity Health & Wellness Corporation Full timeBuild and maintain strong relationships with clients to ensure satisfaction and loyalty. Assist in the resolution of client inquiries and concerns in a timely manner. Collaborate with internal teams to enhance customer experience and service delivery. Provide support in identifying potential clients and opportunities for growth. Maintain accurate records of...
