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Relationship Manager
4 weeks ago
Overview
Relationship Manager - Priority Banking (Cebu). Our Branches/Stores in Cebu are seeking experienced professionals to join us in the role of Relationship Manager.
In this role, you will drive the business by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring customer satisfaction and retention. Stay abreast of market trends and competitor activities, continually enhancing service levels and operational efficiency.
East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, committed to investing in people and processes, product, and service enhancements, and embracing new ideas to enhance the EastWest experience. We empower our employees to drive their careers and provide the runway for them to grow. We value teamwork and individual initiative, supporting a workplace that promotes development and goal attainment.
Whether youẹre just starting out, or already a seasoned professional, EastWest can help you unleash your potential and bridge the gap between dream to success.
What the role will entail- Generation and maintenance of business to achieve sales targets
- Sourcing, calling, and presenting bank products/services/investment opportunities to the individual
- Building an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts
- Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services for them to achieve their personal financial and investment objectives
- Foster and deepen customer relationships by providing regular market information updates and trend analyses on local equities, bonds, and other investment instruments through market specialists; conduct follow-up calls/visits to assist them in their investment decisions
- Provide professional service to achieve customer satisfaction and retention
- Bachelor's degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics, or equivalent
- Licensed to sell Fixed Income and Equities; UITF TOAP Certification; and Insurance (Traditional/VUL) licenses
- At least 2 to 5 years of sales experience in retail banking, preferably in the wealth segment
- Solid knowledge of a wide range of financial products, including Deposits, FX, Fixed Income, Equities, Mutual Funds, UITFs, Bank assurance, Loans, and Cash Management solutions
- Ability to conduct in-depth portfolio reviews and provide holistic financial advice
- Strong understanding of the macroeconomic landscape and its impact on wealth management
- Excellent relationship-building, communication, and consultative selling skills
- Career development and training opportunities
- Competitive salary package and benefits
- Performance-based incentives and recognition programs to reward high-performing individuals
- Opportunity to work with industry experts and be mentored by them
- Defined career progression paths to guide you in your professional growth
To know more about us and our career opportunities, visit
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