AVP /Relationship Managers(Wealth Sales) - with SEC Fixed Income License

1 week ago

Cebu City, Central Visayas, Philippines Private Advertiser Full time

We are currently seeking an experienced professional to join our team in the role of Wealth Sales Relationship Manager Investment and Insurance Brokerage.

Work Setup: Hybrid

The role is a client-facing position managing our highest value clients where professionalism, client focus, and a broad understanding of the fundamentals of financial planning are critical to the success of the business.

The role holder has a responsibility to acquire, cross-sell, and retain a portfolio of Wealth clients, working with the branches and direct teams to ensure achievement of the business performance measures and plan (as defined by WPB 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.

In order to deliver the business objectives, the role holder will need to attract business with new clients by understanding their financial needs and delivering high standards of service quality.

In delivering the business objectives, the role holder must also:

  • Maintain the levels of operational integrity required by the Group.
  • Closely manage individual performance.
  • Contribute to and maintain an environment where the wider Branch team is able to maximize performance in order to achieve the WPB and INPH business objectives whilst providing the highest quality service.

The role holder is accountable for the performance of his/her portfolio. In addition, the role holder needs to ensure it is effectively run according to the Target Operating Model (TOM).

Duties and Responsibilities:

  • Achieve agreed financial targets by developing existing and new relationships.
  • Build effective relationships with clients to retain and develop sustainable relationships.
  • Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales.
  • Maintain an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group.
  • Proactively support others through direct and indirect actions beyond activities particular to this role.
  • Ensure 100% compliance to sales procedures.
  • Monitor client satisfaction data implementing portfolio level improvements.
  • Escalate and report instances of operational risks and provide root cause analysis, including safeguards to protect the bank and its customers.

Requirements:

  • Bachelor's degree or equivalent experience.
  • Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent.
  • Possess SEC Fixed Income License.
  • Evidence of strong sales results in insurance and investment products.
  • Sound knowledge of financial services products and services and the client relationship management system.
  • Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
  • Strong sales orientation, networking, and portfolio management skills. Strong communication, client focus, and influencing skills.
  • An excellent understanding of financial planning, wealth management, and understanding client needs.
  • Stay abreast with current financial, business, and economic news.
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