Client Liaison

6 days ago


Makati City, National Capital Region, Philippines China Bank PH Full time
Client Liaison

We are looking for a skilled Client Liaison to manage relationships with high net-worth customers.

Negotiable salary for the successful candidate.

Located in Makati, this is an on-site position.

Key Responsibilities:
  • Cultivate, expand, and strengthen existing relationships through profiling and financial needs assessment.

Responsibilities include devising customized financial strategies and alternatives, engaging Bank resources to deliver a complete wealth management solution, and referring opportunities to other lines of business.

A proactive approach and disciplined mindset are essential for success in this role.



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