
Wealth Relationship Manager-Quezon Avenue
3 weeks ago
Wealth Relationship Manager - Quezon Avenue
Maybank Quezon City, National Capital Region, Philippines
Overview: The Wealth Relationship Manager is responsible for managing and growing the Bank’s affluent and high-net-worth client segment in terms of Investable Assets (IA), fee income, and client numbers, in line with CFS aspirations and the segment’s client value proposition (CVP).
Responsibilities- Accountable for the implementation of the segment’s customer acquisition, migration and relationship strategies.
- Collaborate with internal (e.g., Trust, Global Markets) and external counterparts.
- Collaborate with other CFS units (CD, Cards, Consumer Lending, etc.) to ensure deployment of Premier Banking strategies and CVP at branches.
- Client engagement and relationship building to deepen wallet share while managing attrition of funds.
- Deliver profitability through a healthy mix of deposits (e.g., CASA/TD) and fee income products (investments, Bancassurance).
- Grow the number of customers via acquisition and migration from Branch to Premier.
- Collaborate with branch partners to upgrade and grow affluent and HNWI client segments.
- Bachelor Degree in Banking, Business Studies, Finance or equivalent.
- MBA is an added advantage.
- Good command of spoken and written English and Filipino.
- Excellent communication and coalition-building skills with the ability to balance, negotiate and work with a variety of internal and external stakeholders; strong subject-matter knowledge.
- Self-driven with 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.
- Mid-Senior level
- Part-time
- Sales and Customer Service
- Banking
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