Wealth Management Relationship Manager

Job descriptionCross Border Wealth (CBW) is looking for an experienced International Investment Advisor to work in our Manila office.This person will be responsible for establishing new client relationships and managing existing clients who have US-based private pensions.The candidate should have financial planning and investment sales experience, the...

Role DescriptionThis is a full-time on-site role for a Relationship Manager at UnionBank of the Philippines in Makati. The Relationship Manager will be responsible for building and maintaining relationships with customers, providing personalized banking services, identifying and pursuing business opportunities, and promoting the bank's products and services....

Company DescriptionFWD Group is a pan-Asian life insurance business with a customer base of over 13 million across 10 markets, including some of the fastest-growing insurance markets in the world. Established in 2013, FWD is committed to changing the way people perceive insurance by adopting a customer-focused and digitally-enabled approach. FWD aims to...

The Relationship Manager for Corporate Banking acts as a financial solution provider for both existing and potential new accounts with the goal of growing revenue as directed.Qualifications:Bachelor's degree, preferably in BusinessAt least 2-4 years of experience in a similar function (ex. Relationship Management, Sales, Corporate Loans Operations, and/or...

At Globe, our goal is to create a wonderful world for our people, business, and nation. By uniting people of passion who believe they can make a difference, we are confident that we can achieve this goal.Job DescriptionA Customer Relationship Manager is responsible for building and maintaining strong relationships with clients to ensure satisfaction,...

About The JobLocation: Cebu & BacolodCorporate Title: Client Relationship OfficerWork Arrangement: OnsiteOur Wealth Management - Priority Banking is looking for experienced professionals to join us in Cebu & Bacolod in the role of Client Relationship Officer. The Client Relationship Officer will help drive the business by greeting and assisting Priority...

Job OpeningPosition/Job Title: ACCOUNT MANAGER(Sales and Relationship Management for B2B clients)Job Type: Full-time, PermanentVacancies: 1Work Location: PASIGRequired Skills And Qualifications Bachelor's degree in Business Administration, Advertising, Project Management, or related field (or currently pursuing). Candidate must possess at least a...

The Relationship Manager for Corporate Banking acts as a financial solution provider for both existing and potential new accounts with the goal of growing revenue as directed.QualificationsBachelor's degree, preferably in BusinessAt least 2-4 years of experience in a similar function (ex. Relationship Management, Sales, Corporate Loans Operations, and/or...

JOB TITLE : BANCASSURANCE PROGRAM MANAGER JOB SUMMARY : The roleâs primary objective is to enable and support the Bankâs Bancassurance channels and Insurance partners (AXA) to drive overall execution of the Bankâs Bancassurance strategy to achieve business goals. Jobholder shall support the Bancassurance Head and related stakeholders in growing the...

Job Description:Responsible for establishing and maintaining good working relationships with top Mandarin speaking Marketplace sellers/owners and representativesOversee assigned top Marketplace accounts, including negotiating deals, operational improvement and campaign participation to maximize growthWork closely with stakeholders such as mandarin-speaking...

Job Description:Responsible for establishing and maintaining good working relationships with top Mandarin-speaking Marketplace sellers/owners and representativesOversee assigned top Marketplace accounts, including negotiating deals, operational improvement and campaign participation to maximize growthWork closely with stakeholders such as mandarin-speaking...

Business Generalization· Plans, organizes, leads and undertakes business generation programs, specifically to increase account base (number of depositors) and total funds portfolio.· Conducts continuing market survey to pinpoint prospective clients, determines their banking requirements and what the competition is providing them; determines products and...

Company DescriptionFounded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and...

Job Summary :Leads and drives the planning and/or implementation of varied and multiple projects across the organization towards successful completion.Key Responsibilities :Manage and monitor the project plan to ensure successful completion of the plan activities and delivery of the project on schedule and against agreed measure of success. Define the proper...

ResponsibilitiesCustomer Database Management – to ensure integrity, freshness and relevance of data Identifying customer database sources and developing data population and improvement plans for all brandsManagement of all brand databases - maintenance (via regular cleanups and rating) and brand useEnsuring the security (stewardship of who gets access)...

JOB SUMMARY :The role's primary objective is to enable and support the Bank's Bancassurance channels and Insurance partners (AXA) to drive overall execution of the Bank's Bancassurance strategy to achieve business goals. Jobholder shall support the Bancassurance Head and related stakeholders in growing the Bancassurance business as follows: Act as...

JOB DESCRIPTIONAt GHD, we don't just believe in the power of commitment, we live and breathe it every day.That's why we pledge to support and empower our people to make a positive impact when working hand in hand with our business to drive change. We'll empower you with the right technology and training as you bring ideas and projects to life.Together with...

LOCATION: ORTIGAS, PASIG CITYJob Summary:Qualifications:Graduate of any four-year course a registered Electrical Engineer is an advantageHave full professional proficiency level that can have advanced discussions on a wide range of topics can engage proficiency with C-suite level and key industry leaders/playersExcellent organization skills, strong attention...

Join us and be part of a team that is shaping the future of wealth management in the Philippines.ResponsibilitiesProvide personalized wealth planning services to High Net Worth (HNW) clients, ensuring their financial goals are understood and met.Identify potential corporate accounts, establish relationships, and ensure a smooth onboarding process.Attend...

Company DescriptionManulife Philippines is a subsidiary of Manulife Financial Corporation, an international financial services provider headquartered in Canada. Our mission is to make everyday decisions easier for people by understanding who they are, simplifying the choices they need to make, and supporting them every step of the way. With over 40,000...