Wealth Relationship Manager-San Fernando

2 weeks ago

San Fernando, Philippines Maybank Full time

Your Role

• Manage & grow the Bank’s affluent & HNW customer segment in terms of Investable Assets

(IA), fee income and customers numbers, in line with CFS aspirations and segment’s client value proposition (CVP).

• Accountable for the implementation of the segment’s customer acquisition, migration and

retention.

• Collaboration with internal (i.e. Trust, Global Markets) and external counterparts.

• Collaborate with other CFS units (CD, Cards, Consumer Lending etc) to ensure deployment

of Premier Banking strategies, campaigns and CVP are properly implemented at the branches

Responsibilities

• Client engagement and relationship building to deepen wallet share; while managing attrition rate of funds

• Focus to deliver profitability through a healthy mix of deposit (i.e CASA/TD) and fee income products (i.e. investments, Bancassurance)

• Growth of the number of customers via customer acquisition and migration from Branch to Premier.

• Close collaboration with the branch partners to upgrade and grow affluent and HNWI client segment

Qualifications

• Bachelor Degree in Banking, Business Studies, Finance or equivalent.

• MBA holder will be an added advantage

• Good command of spoken and written English and Filipino

• Excellent communication and coalition building skills with an ability to balance, negotiate and work with a variety of internal and external stakeholders; high level of knowledge and understanding in the subject matters

• Self-driven and possess strong presentation skills

• Good analytical skills with strong strategic thinking abilities

• Previous experience in selling investment products or as a relationship manager is an added advantage

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