Wealth Relationship Officer

7 days ago

Manila, Philippines China Bank PH Full time

Human Resources Assistant | Registered Psychometrician Responsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers; acquire new relationships through direct prospecting and by developing a network of internal and external referral sources; cultivate, expand and strengthen existing relationships through in-depth profiling and thorough financial needs assessment as well as understanding the customer's unique requirements and staying abreast of the customer's needs: devise customized financial strategies and alternatives and display creativity in formulating integrated solutions by acquiring a broad knowledge of investments, banking, trust, wealth transfer and financial planning; engage the Bank's resources to deliver a complete wealth management solution and fulfill the customer's immediate and future financial needs; act as the Bank's conduit by referring opportunities to other lines of business, at the same time generate growth in the customer's balances through recommendation and referral of products across all businesses by utilizing a proactive and disciplined approach. Qualifications: Has 3-4 years working experience in Relationship Management in a banking/financial institution Has experience in Sales and Marketing Has basic knowledge on investments and financial concepts Seniority level Mid-Senior level Employment type Full-time Job function Accounting/Auditing and Finance Industries Banking #J-18808-Ljbffr

  • Relationship Manager

    3 weeks ago

    Manila, Philippines Atlantis Consulting Full time

    Job Title: Relationship Manager Wealth ManagementCompany: Multinational BankLocation: Makati City, PhilippinesPosition Type: Full-timeHeadcount : 5 Job Brief A prestigious international bank is seeking a proactive and entrepreneurial Relationship Manager for Wealth Management to lead the acquisition and growth of its High Net Worth Individual (HNWI) client...

  • Relationship Associate

    3 weeks ago

    Manila, Philippines RCBC Full time

    Job Summary Responsible in servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken. What will you contribute? Assists the Relationship Manager (RM) in regularly and continuously servicing Wealth Management clients that provide substantial businesses to the Bank in terms of...

  • Senior Relationship Manager – Private Wealth

    2 weeks ago

    Manila, National Capital Region, Philippines Viventis Search Asia Full time

    Relationship Manager – Private Wealth (Singapore Relocation Opportunity)We are seekingexperienced and client-driven Relationship Managersspecializing inPrivate Wealth Managementto join one of thepremier universal banks and leading financial institutions in the Philippines. This is an exciting opportunity for banking professionals who are ready toexpand...

  • Senior Wealth Sales Relationship Manager

    2 weeks ago

    Manila, National Capital Region, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time ₱1,200,000 - ₱3,600,000 per year

    Some 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...

  • Junior Wealth Sales Relationship Manager

    2 weeks ago

    Manila, National Capital Region, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time ₱1,200,000 - ₱2,400,000 per year

    Some 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...

  • PRIVATE WEALTH RELATIONSHIP MANAGER, PRIVATE WEALTH METRO MANILA 2 DEPARTMENT

    7 days ago

    Manila, Philippines Metrobank Full time

    Press Tab to Move to Skip to Content Link PRIVATE WEALTH RELATIONSHIP MANAGER, PRIVATE WEALTH METRO MANILA 2 DEPARTMENT Job Summary: The Relationship Manager is the main touchpoint between the bank and the HNWI segment. The RM is accountable for his customer base’s risk appetite and investment profiles, and serves as the primary delivery channel of the...

  • Wealth Relationship Manager-Binondo

    7 days ago

    Manila, Philippines Maybank Full time

    Wealth Relationship Manager - Binondo Location: Maybank Manila, National Capital Region, Philippines Job overview and responsibilities follow. This role focuses on managing and growing the Bank’s affluent and high-net-worth (HNW) client segment, driving investable assets, fee income, and client numbers in alignment with CFS aspirations and the segment’s...

  • Private Wealth Relationship Manager

    7 days ago

    Manila, Philippines Metrobank Full time

    Press Tab to Move to Skip to Content Link Private Wealth Relationship Manager (VisMin) Be #InGoodHands with Metrobank Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you...

  • Relationship Manager

    1 week ago

    Manila, Philippines RCBC Full time

    Relationship Manager - Wealth Management 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...

  • Client Relationship Officer

    6 days ago

    , Metro Manila, Philippines EastWest Bank Full time

    National Capital Region, Philippines Financial Markets and Wealth Management About the job Client Relationship Officer About the Job Our Wealth Management - Priority Banking is looking for experienced professionals to join us in our Branches Nationwide in the role of Client Relationship Officer. The Client Relationship Officer will help drive the business by...