Relationship Manager
1 week ago
About the Job Location : Bacolod and Iloilo Corporate Title : Manager to Assistant Vice President Work Arrangement : Onsite Our Branches/Stores are looking for experienced professionals to join us in multiple sites listed above 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. Your dream. Our focus. East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience. We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment. Whether you're 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; implementing cross-selling and other relationship-building activities based on business and revenue contribution Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services Participating in promotional activities/events for client acquisition; achieving agreed sales initiatives; relationship building and management Providing regular market information updates and trend analyses; conducting follow-up calls/visits; checking market trends and competitors' offerings to enhance EWB program/product differentiation Providing professional service to achieve customer satisfaction and retention; handling customer issues and inquiries with service excellence; recommending process and product improvements based on customer feedback What we\'re looking for Bachelor's degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics, or equivalent Licensed to sell Fixed Income and Equities; with 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 What you can expect from joining our team 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 #J-18808-Ljbffr
-
Relationship Manager
1 week ago
Iloilo City, Philippines DITO Telecommunity Corporation Full timeOverview As Relationship Manager for DITO Business under the SME segment, you will be responsible for managing and growing relationships with small and medium-sized enterprise (SME) clients. You will play a key role in identifying business opportunities, presenting tailored solutions, and ensuring the satisfaction and retention of clients. The ideal...
-
Relationship Manager
1 week ago
Iloilo City, Philippines RCBC Full timeJob Summary Generate new commercial loans for the Bank, develop existing loan portfolio, quality, cross-sell the other products/services of the bank and provide professional account management to meet its portfolio growth and profitability objectives while preserving asset quality; establish, develop and maintain a lasting and mutually beneficial...
-
Relationship Manager
1 week ago
Makati City, National Capital Region, Philippines John Clements Consultants, Inc. Full time ₱1,500,000 - ₱2,500,000 per yearAbout the RoleWe are looking for an experienced Relationship Manager to acquire, manage, and grow client investment portfolios. You will provide tailored financial solutions, drive business growth, and build long-term client relationships through proactive engagement and market insights.Key ResponsibilitiesBuild and manage high-value client relationships to...
-
Relationship Manager
4 weeks ago
Batangas City, Philippines TRBank, Inc. (A Rural Bank) Full timeOverview Primarily responsible in assisting the Branch Business Head on deposit generation. This position represents leadership in establishing customer relationships, ensuring implementation of effective sales and management system while instituting and monitoring compliance to corporate standards & procedures to achieve volume targets, profitability and...
-
Relationship Manager
2 weeks ago
Mandaluyong City, National Capital Region, Philippines AvantePH Staffing and Consultancy Inc. Full time ₱900,000 - ₱1,200,000 per yearWe are hiring a Relationship Manager to lead client engagement, drive account growth, and ensure smooth coordination between clients and internal teams. The ideal candidate will have a consultative approach, strong communication skills, and a solid background in marketing or creative services. You'll manage key accounts, identify upselling opportunities, and...
-
Relationship Manager
2 weeks ago
Makati City, National Capital Region, Philippines Private Advertiser Full time ₱900,000 - ₱1,200,000 per year1. Monthly preparation and submission of WAVE, EXCOM and MCO reports.2. Quarterly preparation and submisison on Wealth Commission Report.3. Daily Approver on Money Market Placements and Bank Loans availment.4. Occasional Approver on BSP MOS, verifier on BSP Philpass Plus, verifier on ROC.Weekly checker of BSP CRRAR Report prepared by Treasury...
-
Relationship Manager
2 weeks ago
Makati City, National Capital Region, Philippines Security Bank Corporation Full time ₱900,000 - ₱1,200,000 per yearJOB SUMMARYTheRelationship Managerof the Corporate Banking Group develops client portfolio of accounts to deliver budgeted goals and targets through cross-selling of bank products and new account on-boarding. S/He achieves revenue goals by approved through account planning, account profitability and risk management metrics.DUTIES AND RESPONSIBILITIESPrepares...
-
Relationship Manager
2 weeks ago
Mandaluyong City, National Capital Region, Philippines Guevent Investments Development Corporation Full time $104,000 - $130,878 per yearOur client,Salcedo Auctions, the country's premier auction house, is seeking aRelationship Managerto join our dynamic team. This role builds and maintains relationships with new and existing clients, guides sellers through consignment and buyers through bidding to purchase settlement, and coordinates logistics for consignments or purchases as needed.JOB...
-
Relationships Manager
1 week ago
Makati City, National Capital Region, Philippines Metro Pacific Fresh Farms Full time ₱900,000 - ₱1,200,000 per yearRelationship ManagerWe're looking for a results-drivenRelationship Managerto join our growing team If you're passionate about building client relationships, achieving targets, and driving business growth, we'd love to meet you.Key Responsibilities:Generate sales revenue from new and existing accountsIdentify and pursue business opportunitiesUnderstand client...
-
Relationship Manager
1 week ago
Makati City, National Capital Region, Philippines Guevent Investments Development Corp. Full time ₱900,000 - ₱1,200,000 per yearOur client, Salcedo Auctions, the country's premier auction house, is seeking a Relationship Manager to join our dynamic team.JOB DESCRIPTION AND RESPONSIBILITIES:Client and Consignor Engagement. Build relationships and guide clients through consignment and bidding.System Management. Maintain client and consignment records and coordinate updates...