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Wealth Relationship Manager-Cebu

4 weeks ago

Cebu City, Philippines Maybank Full time

Maybank Cebu, Central Visayas, Philippines

Wealth Relationship Manager-Cebu

Location: Maybank Cebu, Central Visayas, Philippines

Responsibilities
  • Manage & grow the Bank’s affluent & HNW customer segment in terms of Investable Assets (IA), fee income and customers numbers, in line with CFS aspirations and segment’s client value proposition (CVP).
  • Accountable for the implementation of the segment’s customer acquisition, migration and collaboration with internal (i.e. Trust, Global Markets) and external counterparts.
  • Collaborate with other CFS units (CD, Cards, Consumer Lending etc) to ensure deployment of Premier Banking strategies, campaigns and CVP are properly implemented at the branches.
Responsibilities (additional)
  • Client engagement and relationship building to deepen wallet share; while managing attrition rate of funds
  • Focus to deliver profitability through a healthy mix of deposit ( CASA/TD) and fee income products (i.e. investments, Bancassurance)
  • Growth of the number of customers via customer acquisition and migration from Branch to Premier.
  • Close collaboration with the branch partners to upgrade and grow affluent and HNWI client segment
Qualifications
  • Bachelor Degree in Banking, Business Studies, Finance or equivalent.
  • MBA holder will be an added advantage
  • Good command of spoken and written English and Filipino
  • Excellent communication and coalition building skills with an ability to balance, negotiate and work with a variety of internal and external stakeholders; high level of knowledge and understanding in the subject matters
  • Self-driven and possess strong presentation skills
  • Good analytical skills with strong strategic thinking abilities
  • Previous experience in selling investment products or as a relationship manager is an added advantage
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Customer Service and Sales
Industries
  • Banking

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