Relationship Manager

7 days ago


Makati City, National Capital Region, Philippines China Bank PH Full time
Relationship Manager (Wealth Management)

China Bank PH

Negotiable

On-site - Makati 3-5 Yrs Exp Diploma Full-time

Job Description

Responsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers; acquire new relationships through direct prospecting and by developing a network of internal and external referral sources; cultivate, expand and strengthen existing relationships through in-depth profiling and thorough financial needs assessment as well as understanding the customer's unique requirements and staying abreast of the customer's needs: devise customized financial strategies and alternatives and display creativity in formulating integrated solutions by acquiring a broad knowledge of investments, banking, trust, wealth transfer and financial planning; engage the Bank's resources to deliver a complete wealth management solution and fulfill the customer's immediate and future financial needs; act as the Bank's conduit by referring opportunities to other lines of business, at the same time generate growth in the customer's balances through recommendation and referral of products across all businesses by utilizing a proactive and disciplined approach.

Job Qualifications:
  • 3-4 years' of relationship management experience
  • Exposure in Banking, Relationship Management, and Sales and Marketing
  • Basic knowledge on investments and financial concepts
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