Business Relations Manager

Join to apply for the Business Relations Manager - Wealth role at myGwork - LGBTQ+ Business Community 1 day ago Be among the first 25 applicants Join to apply for the Business Relations Manager - Wealth role at myGwork - LGBTQ+ Business Community Get AI-powered advice on this job and more exclusive features. 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 MANAGERJob PurposeAssist partners in generating new business to achieve defined SP targets in single pay AUM, fee income, and activationBuild and deepen relationships with partners to drive business Help Identify clients’ financial goals and expectations and assist partners in selecting appropriate investment opportunitiesCreate and implement sales strategies / activities Sales ManagementMeet 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 clientsMaintain communications with bank partners & clients to assess their needs and risk profile, advise on appropriate investment mixManage 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 appropriateMaintain good level of knowledge of the Bank’s systems and regulatory environment Partnership ManagementBuilding and maintaining strong, long-lasting JV relationship with bank partners by attending morning huddles and conducting monthly meetings to drive agreed strategiesand review current performance.Provide professional customer service to achieve high level of partner/customer satisfaction and retention by monitoring partner/customer feedback to ensure constantenhancement of service levels and efficiencyTo 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 andprocedures.Minimum QualificationsGraduate 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 Referrals increase your chances of interviewing at myGwork - LGBTQ+ Business Community by 2x Sign in to set job alerts for “Relationship Manager” roles. 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