Relationship Manager

1 month ago


Taguig, Philippines PM Consulting Full time

Responsibilities

-Prospect and secure trust and investment accounts from corporate and qualified individual clients.
-Perform account management duties in collaboration with the Investment Solutions partner to enhance client experience, including developing investment-related technical skills, client profiling abilities.
-Develop and engage in marketing activities to increase awareness of the company in the market and generate leads

Qualifications

-College graduate, preferably Sales and Marketing, Accounting or business-related course
-At least 5 years of sales/account management related job, preferably from financial institutions
-Evident track record of business growth based on the size of portfolio/accounts generated and handled.
-Must be willing to undertake the necessary trust course and other license requirement for proper job execution.
-Open to travel around the Philippines and on flexible schedules



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