Business Relationship Consultant

4 days ago


Makati City, National Capital Region, Philippines RCBC Full time
Job Overview

We are seeking a highly skilled Business Relationship Consultant to join our team. As a Business Relationship Consultant, you will be responsible for developing and maintaining relationships with high net worth individuals and growing existing accounts/relationships.

Key Responsibilities:
  • Solicit new accounts and develop/deepen existing accounts in order to generate and meet targeted sales volume or assets under management (AUM) and revenues/income for the bank.
  • Develop and maintain a good network of prospective clients and referrals and systematically plan and schedule calls/visits.
  • Conduct regular client calls and visits to identify clients' investment needs and service requirements and to also explore other opportunities for growth.
  • Establish clients' investment needs profile, anticipate clients' needs and create opportunities to sell more products and services.
  • Ensure proper, complete and regular up-to-date client information as required in account opening documents, risk profile, and other transaction documentations.
Requirements:
  • A team player with the skills to carry themselves with an air of confidence towards their clients in order to lead them into a successful business transaction that will help the business units grow.
  • At least a 4 year graduate on any business related degree.


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