Wealth Relationship Manager-Greenhills

2 weeks ago

San Juan, Philippines Maybank Full time

Wealth Relationship Manager-Greenhills 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 (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, campaigns and CVP are properly implemented at the branches. 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 (investments, Bancassurance). Growth of the number of customers via customer acquisition and migration from Branch to Premier. Close collaboration with 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 Sales and Customer Service Industries Banking #J-18808-Ljbffr

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