Senior Client Development Executive

1 week ago


Zamboanga Peninsula, Philippines beBeeRelationship Full time ₱1,000,000 - ₱1,500,000
Job Title:

Private Wealth Relationship Manager

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We are seeking a seasoned professional to join our team as a Private Wealth Relationship Manager. In this role, you will serve as the primary point of contact between our bank and High Net Worth Individuals (HNWI), responsible for their risk appetite and investment profiles.

">Main Responsibilities:">
  • ">
  • Coordinate with internal parties to secure referrals and pre-requisites for new Private Wealth accounts.">
  • Collaborate with the Private Wealth Support team for client onboarding requirements.">
  • Determine clients' banking and investment needs, recommending appropriate solutions.">
  • Conduct regular portfolio reviews and recommend potential markets and clients.">
  • Ensure existing clients are introduced to key decision-makers and attend to customer queries.">
  • Perform other functions as required.">
">Main Performance Indicators:">
  • ">
  • Profitability">
  • Assets Under Management (AUM) Growth">
  • Wallet Share Growth">
  • Customer Satisfaction">
  • Customer Acquisition">
  • Acceptable Risk and Audit Ratings">
">

Requirements:

">
  • ">
  • Bachelor's degree in Business or Finance, MBA preferred.">
  • At least 3 years of sales experience in banking or financial services.">
  • Strong analytical and communication skills.">

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