
Relationship Manager
2 weeks ago
Overview
Talent Attraction Officer at UnionBank of the Philippines | Retail Banking | Commercial Banking | Sales
Job Description
- Daily activities include client engagement to drive portfolio action; address investment related or transactional queries (Casa / credit card).
- Manage referrals on new-to-bank clients; cross-sell opportunities to cards/loans/other products.
- Regularly attend market outlook briefings - internal/external.
- Portfolio review with at least 1-2 clients.
- Perform compliance-related deliverables — Customer due diligence, AIR inquiries; Surveillance; LMTM Callouts. Actively participate in Power Hour callouts — tag campaigns in ECRM. Review daily production and its impact on Scorecards.
- Skills
Communication Skills, Interpersonal Skills, Integrity
Analytical skills — ability to understand fundamentals of the market and apply it on portfolio actions on a per-client level.
Aptitude to pass both internal and external certifications
- KPI
Effort-based Investment Revenues
Trailers
Insurance Revenues
AUM growth/NNM
New To Bank
- Tools
Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Teams, Microsoft Word, Zoom
- Education
Bachelor's and University Degree in Finance, Business, Economics, MBA, Management, Marketing, Graduate, Business/Administration, Engineering, Education
Seniority- Executive
- Full-time
- Finance, Sales, and Management
- Industries: Banking
Referrals increase your chances of interviewing at UnionBank Financial Services and Insurance Brokerage Inc. (UFSI) by 2x
Locations and recent postings include Manila, Pasig, Caloocan, Makati, Quezon City in the National Capital Region, Philippines.
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