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Relationship Builder
3 weeks ago
Your Role:
The Relationship Manager is accountable for managing and growing the bank's affluent and high net worth (HNW) customer segment in terms of Investable Assets (IA), fee income, and customer numbers, in line with CFS aspirations and segment's client value proposition (CVP). This role requires implementing the segment's customer acquisition, migration, and retention strategies.
Your Impact:
- Client engagement and relationship building to deepen wallet share while managing attrition rate of funds.
- Focusing on delivering profitability through a healthy mix of deposit and fee income products.
- Growth of the number of customers via customer acquisition and migration from Branch to Premier.
- Closing collaboration with branch partners to upgrade and grow affluent and HNWI client segment.
Your Profile:
- Bachelor's Degree in Banking, Business Studies, Finance, or equivalent.
- MBA holder will be an added advantage.
- Good command of spoken and written English and Filipino.
- Excellent communication and coalition building skills with ability to balance, negotiate, and work with various stakeholders.
- Prior experience in selling investment products or as a relationship manager is an added advantage.