Affluent Wealth Growth Specialist

2 days ago


Cebu City, Central Visayas, Philippines beBeeRelationship Full time ₱800,000 - ₱1,200,000
Wealth Relationship Manager

This role involves managing and growing the bank's affluent customer segment in terms of investable assets, fee income, and customer numbers. Key responsibilities include implementing customer acquisition strategies, collaborating with internal teams to deploy Premier Banking strategies, and client engagement and relationship building to deepen wallet share.

The ideal candidate will have a bachelor's degree in banking, business studies, finance or equivalent, with excellent communication and coalition building skills. They should be able to balance, negotiate and work with various stakeholders, possess strong presentation and analytical skills, and have previous experience in selling investment products or as a relationship manager.

This is a mid-senior level full-time position in the Customer Service and Sales department within the Banking industry.



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