Relationship Manager
3 days ago
Job Summary Services, grows and further deepens existing as well as new accounts/relationships of high net worth individuals that may be referred, assigned, transferred, or delegated to them. How will you contribute? Solicits new accounts and develops/deepens existing accounts in order to generate and meet targeted sales volume or assets under management (AUM) and revenues/income for the bank. Strives to capture a bigger share of clients' wallet in order to maximize opportunities and maintain a more profitable relationship with clients. Develops and maintains a good network of prospective clients and referrals and systematically plans and schedules calls/visits. Conducts regular client calls and visits to identify clients' investment needs and service requirements and to also explore other opportunities for growth. Establishes clients' investment needs profile, anticipates clients' needs and creates opportunities to sell more products and services. Ensures proper, complete and regular up-to-date client information as required in account opening documents, risk profile, and other transaction documentations. Ensures that all bank and government regulations, i.e., BSP, are followed including Know Your Client (KYC) and AMLA. Conducts sales coaching sessions for Relationship Associate/s (RA's) to ensure that RA's are equipped to market products. Provides efficient and professional account/relationship management and financial advisory services to ensure/encourage clients' loyalty and continued patronage. Ensures provision of excellent customer service through accurate and timely servicing of accounts. Regularly and proactively recommends products and services deemed appropriate to the clients' investment needs and risk profile and are mutually beneficial to the clients and the bank as well. Continuously provides updates on financial market developments and opportunities like foreign currency fluctuations, bond and stock markets, etc., to help clients make informed investment and business decisions. Assists and liaises for WM clients in coordinating with other groups within the Bank as well as with other YGC companies and affiliates. What will make you successful? A team player with the skills to carry themselves with an air of confidence towards their clients in order to lead them into a successful business transaction that will help the business units grow. At least a 4-year graduate on any business related degree. Preferably Chinese-speaking. #J-18808-Ljbffr
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Relationship Manager
2 weeks ago
Davao City, Davao, Philippines Viventis Search Asia Full time ₱600,000 - ₱1,200,000 per yearJob Title: Relationship Manager – Corporate/Commercial Banking (Senior to AVP Level)Location: Davao CityClient: BDO Unibank, Inc.About the Role:We are partnering with BDO Unibank to look for a seasoned Relationship Manager (RM) tojoin their Corporate/Commercial Banking Group in Cebu. This strategic role is ideal forprofessionals who have strong experience...
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Relationship Manager
4 days ago
Davao City, Davao, Philippines East West Banking Corporation Full time ₱900,000 - ₱1,200,000 per yearAbout the JobLocation : Davao CityCorporate Title : Relationship ManagerWork Arrangement: OnsiteOurPriority Bankingteamis looking forexperienced professionalsto join us inDavaofor the role ofRelationship Manager.In this role you will drive the business by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring...
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Relationship Manager
2 weeks ago
Davao City, Philippines Cartrack Full timeSenior Relationship Manager - Corporate (Davao)About Cartrack Technologies Philippines Inc.We are a world-leading smart mobility SaaS company with over 2,000,000 subscribers across 23 countries and we are looking for Relationship Managers to join our team. Our teams are collaborative, vibrant and fast-growing and all team members are empowered with the...
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Relationship Manager
2 weeks ago
Davao City, Philippines Cartrack Full timeSenior Relationship Manager - Corporate (Davao) About Cartrack Technologies Philippines Inc. We are a world-leading smart mobility SaaS company with over 2,000,000 subscribers across 23 countries and we are looking for Relationship Managers to join our team. Our teams are collaborative, vibrant and fast-growing and all team members are empowered with the...
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Premier Relationship Manager
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Davao City, Davao, Philippines HSBC Full time ₱1,200,000 - ₱2,400,000 per yearSome careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...
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Relationship Manager
3 days ago
Davao City, Philippines East West Banking Corporation Full timeTaguig, NCR, Philippines Financial Markets and Wealth Management About the job Relationship Manager - Priority Banking About the Job Corporate Title : M-AVP Work Arrangement: Onsite Our Branches/Stores is looking for experienced professionals to join us in multiple sites listed above in the role of Relationship Manager . As a Relationship Manager, you will...
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Relationship Manager
3 weeks ago
Davao City, Philippines RCBC Full timeBe among the first 25 applicants (2 days ago). Overview Generate new commercial loans for the Bank, develop existing loan portfolio, cross-sell the other products/services of the bank and provide professional account management to meet the its portfolio growth and profitability objectives while preserving asset quality; establish, develop and maintain a...
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AVP/ Manager Wealth Sales Relationship Manager
2 weeks ago
Davao City, Davao, Philippines HSBC Full time ₱1,200,000 - ₱2,400,000 per yearSome careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...
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AVP – Relationship Manager
4 weeks ago
Davao City, Philippines Q2 HR Solutions Full timeAVP – Relationship Manager (Wealth Sales) The role holder has a responsibility to acquire, cross sell and retain a portfolio of Wealth clients, working with the ranches and direct teams to ensure achievement of the business performance measures and plan (as defined by IWPB and HIIB). This will be achieved by helping clients actively manage their...
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Relationship Manager
4 days ago
Makati City, National Capital Region, Philippines John Clements Consultants, Inc. Full time ₱1,500,000 - ₱2,500,000 per yearAbout the RoleWe are looking for an experienced Relationship Manager to acquire, manage, and grow client investment portfolios. You will provide tailored financial solutions, drive business growth, and build long-term client relationships through proactive engagement and market insights.Key ResponsibilitiesBuild and manage high-value client relationships to...
