Relationship Associate

21 hours ago

Makati, Philippines RCBC Full time
Job Summary

Responsible for servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken.

How will you contribute?
  1. Assists the Relationship Manager (RM) in regularly and continuously servicing Wealth Management clients that provide substantial businesses to the Bank in terms of investments and growth in total assets under management (AUM).
  2. Supports RM with tasks and projects being undertaken.
  3. Provides close coordination with RM regarding client’s transaction activities and documentation requirements, investments, placements, and opening of accounts. Checks documents submitted and signed by clients as a result of bookings with Wealth Management.
  4. Ensures completeness and accuracy of documents from clients regarding opening of accounts, loan applications, and investment bookings in compliance with the Bank as well as legal and regulatory requirements (i.e., BSP) such as Know Your Client (KYC) and Anti Money Laundering (AMLA).
  5. Works with the RM in all aspects pertaining to the preparation, development, and completion of each task/project.
  6. Supports and shares in the tasks being carried out by the RM to attend to more important matters.
  7. Maintains and services Wealth Management clients by ensuring correctness, accuracy, and completeness of reports, certificates, balances, advices, confirmations, and other documents delivered to WM clients.
  8. Provides and delivers a high standard level of personalized and efficient service to Wealth Management clients on their banking needs and transactions.
  9. Ensures that client documents are checked, sealed properly, and marked Private and Confidential (if needed or requested by client) before delivery.
  10. Ensures Wealth Management clients are satisfied with the service and attention given.
  11. Constantly updates oneself on the various financial products and investments in the marketplace.
  12. Monitors activities of placements/investments and loan facilities of the WM clients by advising them regarding their maturities and carrying out clients’ instructions on booking, rollovers, withdrawals, and other services that may affect their investment/placements.
  13. Updates clients’ transactions daily in the Wealth Management system.
  14. Maintains harmonious, trusting, and long-lasting relationships with clients and the Bank and tracks business levels versus targets.
  15. Assists and liaises for WM clients in coordinating with other groups within the Bank as well as with other YGC companies and affiliates.
  16. Ensures prompt and efficient servicing of clients’ requirements.
  17. Provides the “extra mile” for WM clients to establish a harmonious and friendly atmosphere yet trustworthy and with professional decorum.
What will make you successful?
  1. College Graduate of any Business course.
  2. Working knowledge of banking operations and policies.
  3. At least three (3) years experience in investment banking.
#J-18808-Ljbffr

  • Relationship Associate

    2 weeks ago

    Makati City, National Capital Region, Philippines ABU-EMP Financing Inc. Full time

    Direct message the job poster from ABU-EMP Financing Inc.Company DescriptionABU-EMP Financing Inc. specializes in providing fast, hassle-free, non-collateral business loans to small and medium enterprises (SMEs). With a reputation for helping business owners secure the funding they need, we strive to be a reliable partner for business growth. Our services...

  • Relationship Associate

    5 days ago

    Makati City, National Capital Region, Philippines ABU-EMP Financing Inc. Full time $104,000 - $130,878 per year

    OB OVERVIEWThe Relationship Associate is responsible with ensuring that the end-to-end loan application process is carried out smoothly. He/She will be given sales targets that should be met consistently.RESPONSIBILITIES AND DUTIESEnsuring that the loan application process, from document submission to loan proceed release, is well executed, and coordinated...

  • Relationship Associate

    21 hours ago

    Makati, Philippines RCBC Full time

    Job Summary Assists and supports the Relationship Managers in the servicing of accounts and marketing of bank products and services with focus on loans, trade financing, and deposits. How will you contribute? Through client calls and coordination with the relationship managers, solicits new and quality clients that could give substantial business to the...

  • Relationship Associate

    2 weeks ago

    Makati City, National Capital Region, Philippines RCBC Full time

    Job SummaryResponsible for servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken.How 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...

  • Relationship Manager

    21 hours ago

    Makati, Philippines Mizuho Full time

    The ideal candidate is a team player with at least 3 years of experience as Relationship Manager handling corporate accounts. Responsibilities Solicits and negotiates deals and executes transactions from new and existing accounts Manages and grows the assigned accounts while maintaining the required credit quality and compliance in all procedures and...

  • Relationship Manager

    2 weeks ago

    Makati City, National Capital Region, Philippines Mizuho Full time

    The ideal candidate is a team player with at least 3 years of experience as Relationship Manager handling corporate accounts.ResponsibilitiesSolicits and negotiates deals and executes transactions from new and existing accountsManages and grows the assigned accounts while maintaining the required credit quality and compliance in all procedures and...

  • Relationship Manager

    21 hours ago

    Makati, Philippines MUFG Full time

    Overview MUFG Makati, National Capital Region, Philippines Join to apply for the Relationship Manager role at MUFG MUFG Makati, National Capital Region, Philippines Join to apply for the Relationship Manager role at MUFG Building bridges between skilled individuals and their dream jobs. Qualifications Candidate must obtain at least a Bachelor\'s...

  • Trust Relationship Associate

    2 weeks ago

    Makati City, National Capital Region, Philippines China Bank PH Full time $40,000 - $60,000 per year

    JOB SUMMARY: Provides overall assistance to the Trust Sales and Marketing Division in terms of account servicing, documentation and day-to-day administration of trust accounts. Supports Trust Relationship Managers in the end-to-end life cycle of trust accounts including periodic accounts review process.Candidate must possess at least a Bachelor's/College...

  • Trust Relationship Associate

    2 weeks ago

    Makati City, National Capital Region, Philippines China Banking Corporation (CBC) Full time ₱200,000 - ₱300,000 per year

    JOB SUMMARY: Provides overall assistance to the Trust Sales and Marketing Division in terms of account servicing, documentation and day-to-day administration of trust accounts. Supports Trust Relationship Managers in the end-to-end life cycle of trust accounts including periodic accounts review process.Candidate must possess at least a Bachelor's/College...

  • Relationship Manager

    16 hours ago

    Makati, Philippines RCBC Full time

    Relationship Manager - Wealth Management RCBC Makati, National Capital Region, Philippines Responsibilities 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...