Relationship Associate

4 weeks 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

    1 week ago

    Makati City, National Capital Region, Philippines Affinity Dental Full time ₱240,000 per year

    Affinitas Insurance Brokers is hiring Relationship AssociatesLocation: Rufino St., MakatiEmployment Type: Full-time | 8:30 AM – 5:30 PM, Monday to FridayAre you passionate about building strong client relationships and delivering excellent service? Join our growing team at Affinitas Insurance Brokers as a Relationship AssociateWhat You'll Do:Serve as a key...

  • Relationship Associate

    1 week 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...

  • Customer Relationship Associate

    2 days ago

    Makati City, National Capital Region, Philippines Credit Corp Full time ₱900,000 - ₱1,200,000 per year

    All Work types Full-time (1)All Locations Manila - Makati City (1)All Categories Collections (1) Customer Service & Call Centre (1)Customer Relationship Associate - US CCSApply nowJob no:495023Work type:Full-timeLocation:Manila - Makati CityCategories:Collections, Customer Service & Call CentreCUSTOMER RELATIONSHIP ASSOCIATE US CCSLand a job before the...

  • Relationship Associate

    4 weeks 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

    1 week ago

    Makati, Philippines Affinity Health & Wellness Corporation Full time

    Build and maintain strong relationships with clients to ensure satisfaction and loyalty. Assist in the resolution of client inquiries and concerns in a timely manner. Collaborate with internal teams to enhance customer experience and service delivery. Provide support in identifying potential clients and opportunities for growth. Maintain accurate records of...

  • Relationship Associate

    4 days ago

    Makati, Philippines Metrobank Full time

    Service client requests, maintain account data, assist with loan documentation, and support client credit analysis and decision-making. Your Role Here’s what you will be doing: Service daily requests of clients and maintain updated data/information on accounts Ensure completion of all loan-related documentary requirements to assist in analyzing clients'...

  • Relationship Manager

    4 weeks 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...

  • Analyst, Relationship Manager

    17 hours ago

    Makati, Philippines MUFG Full time

    MUFG Makati, National Capital Region, Philippines Qualifications Candidate must obtain at least a Bachelor's Degree, desirably a business-related course. With at least 5 years of relevant banking experience. With excellent communication (oral and written) skills. With effective negotiation and marketing skills, with ability to conduct financial analysis....

  • Relationship Manager

    4 weeks 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...

  • Relationship Manager

    4 weeks ago

    Makati, Philippines RCBC Full time

    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...