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Portfolio Manager

1 week ago

Manila, National Capital Region, Philippines East West Banking Corporation Full time
Key Responsibilities

The Client Relationship Specialist will be responsible for generating and maintaining business to achieve sales targets. This includes sourcing, calling, and presenting bank products/services/investment opportunities to individuals.

They will build an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts.

  • Implement cross-selling and other relationship-building activities, prioritizing activities based on the level of existing/potential business and revenue contribution of clients in assigned portfolio.
  • Conduct highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services.