Financial Solutions Specialist

5 days ago

Cebu City, Central Visayas, Philippines beBeeRelationship Full time ₱900,000 - ₱1,200,000
Key Responsibilities

We are seeking a skilled and experienced Relationship Manager to join our team. The primary role will be to drive business growth by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring customer satisfaction and retention.

In this capacity, you will be responsible for generating and maintaining business to achieve sales targets, sourcing, calling, and presenting bank products/services/investment opportunities to the individual, building an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts, conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients, fostering and deepening customer relationships by providing regular market information updates and trend analyses, and providing professional service to achieve customer satisfaction and retention.

Prioritized Tasks:

  • Generation and maintenance of business to achieve sales targets
  • Sourcing, calling, and presenting bank products/services/investment opportunities to the individual
  • Building an information database on existing high-net-worth clients
  • Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients
  • Fostering and deepening customer relationships
Required Skills and Qualifications

To be successful in this role, candidates must possess the following skills and qualifications:

Essential Requirements:

  • Bachelor's degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics, or equivalent
  • Licensed to sell Fixed Income and Equities; UITF TOAP Certification; and Insurance (Traditional/VUL) licenses
  • At least 2 to 5 years of sales experience in retail banking, preferably in the wealth segment
  • Solid knowledge of a wide range of financial products, including Deposits, FX, Fixed Income, Equities, Mutual Funds, UITFs, Bank assurance, Loans, and Cash Management solutions
  • Ability to conduct in-depth portfolio reviews and provide holistic financial advice
  • Strong understanding of the macroeconomic landscape and its impact on wealth management
What We Offer

As a valued member of our team, you can expect:

Benefits:

  • 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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