Financial Relationship Specialist

2 weeks ago

Manila, National Capital Region, Philippines beBeeRelationship Full time ₱900,000 - ₱1,200,000
Business Development Opportunity

We are seeking a skilled professional to drive business growth by prioritizing high-net-worth clients for innovative financial solutions and cross-selling.

This role involves generating and maintaining business to achieve sales targets, sourcing, calling, and presenting bank products/services/investment opportunities to individuals, and building an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts.

  • Key responsibilities include:
  • Generating and maintaining business to achieve sales targets.
  • Sourcing, calling, and presenting bank products/services/investment opportunities to individuals.
  • Building an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts.
  • Implementing cross-selling and other relationship-building activities, prioritizing activities based on the level of existing/potential business and revenue contribution of clients in assigned portfolio.
  • Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services for them to achieve their personal financial and investment objectives.
What You Can Expect
  • Career development and training opportunities.
  • Competitive salary package and benefits.
  • Performance-based incentives and recognition programs to reward high-performing individuals.
  • Opportunity to work with industry experts and be mentored by them.
  • Defined career progression paths to guide you in your professional growth.

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