Premier - Relationship Manager

3 weeks ago

Taguig, Philippines Q2 HR Solutions Full time

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Recruitment Specialist at Q2 HR Solutions | Technical Recruiter

Job Overview:

· Acquires, maintains close liaison with colleagues from other lines of business, business segments, products and services, and retains a portfolio of Premier clients working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by Wealth and Personal Banking).

· Reviews the portfolio regularly to identify business segment opportunities and embeds client loyalty by meeting their needs either directly or through other internal business partners.

· Refers non-qualified business to appropriate parties following proposition protocol and attract business with new clients by understanding their financial needs and delivering high standards of service quality.

· Takes accountability for the performance of his or her portfolio, runs this in accordance with the Target Operating Model (TOM)

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 & license requirements - job holder should possess 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.

Work Setup: Onsite

Location: BGC, Taguig

Shift: Day shift

Seniority level
  • Director
Employment type
  • Full-time
Job function
  • Finance
Industries
  • Banking

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