Business Relations Manager

3 weeks ago

Philippines myGwork - LGBTQ+ Business Community Full time

Join to apply for the Business Relations Manager - Wealth role at myGwork - LGBTQ+ Business Community

1 day ago Be among the first 25 applicants

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This job is with AXA Investment Managers, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
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
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 banks.
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 bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.
AXA now offers a complete range of products for all its customers' insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary Charter Ping An Insurance Corporation: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.
AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.
AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.
The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing. Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development
  • Industries Investment Management

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