AVP – Relationship Manager

1 week ago

Davao City, Davao, Philippines Q2 HR Solutions Full time
Overview

The role holder has a responsibility to acquire, cross sell and retain a portfolio of Wealth clients, working with the ranches and direct teams to ensure achievement of the business performance measures and plan (as defined by IWPB and HIIB). This will be achieved by helping clients actively manage their investment portfolios and by acquiring new clients through becoming the trusted wealth advisor to them. It will also entail reviewing the portfolio regularly to identify cross selling opportunities and embed client loyalty by meeting their needs either directly or through other internal business partners.

Responsibilities
  • Acquire, cross sell and retain a portfolio of Wealth clients.
  • Collaborate with the ranches and direct teams to achieve business performance measures and plan (as defined by IWPB and HIIB).
  • Help clients actively manage their investment portfolios and acquire new clients by acting as their trusted wealth advisor.
  • Review client portfolios regularly to identify cross selling opportunities and embed client loyalty by meeting needs directly or through internal partners.
Qualifications
  • Excellent sales and people management skills
  • Client driven with a strong focus on quality of service
  • Strong interpersonal communication skills
  • Strong sense of ownership, responsibility and accountability
  • Excellent understanding of financial planning, wealth management and client needs
  • Awareness of current financial, business and economic news
Knowledge & Experience
  • Bachelor's degree or equivalent experience
  • Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
  • Evidence of strong sales results in insurance and investment products
  • Relationship management experience with high net worth clients
  • Strong technical skills in wealth management
  • Strong communication, client focus and influencing skills
  • Strong sales orientation, networking and portfolio management skills
  • Sound knowledge of financial services products and services and the client relationship management system
  • Understanding of business banking client segment and products and services
  • Local regulatory & license requirements - must possess valid licenses with accreditation on wealth management and qualification as required by country
  • Clear view on how to work with Compliance, Risk and Internal Control to ensure a balanced risk operating environment
  • Ability to communicate well in English and local languages
Accreditations
  • Attain appropriate professional and regulatory qualifications as required by market
  • Attain any internal standards as required locally
Leadership Capabilities
  • Understand the immediate regional Global Wealth strategy and plan own activities accordingly
  • Aim to provide the highest standards of delivery to colleagues and clients
  • Set stretch goals for self and deliver them with courage and tenacity
  • Be authentic and engage with colleagues and clients to deliver at pace
  • Make considered decisions that protect the Bank & Global Wealth values, reputation and businesses
Work Setup

Hybrid

Location: BGC, Taguig


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