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Client Relationship Specialist
3 weeks ago
We are looking for a seasoned Relationship Manager to join our team in Taguig, NCR, Philippines. As a key member of our Priority Banking division, you will be responsible for driving business growth by prioritizing high-net-worth clients and providing innovative financial solutions.
Job Summary:
- This role requires a proactive and results-driven individual who can effectively manage client relationships and drive business growth.
- You will be responsible for generating and maintaining business to achieve sales targets, creating a comprehensive database of high-net-worth clients, and prioritizing efforts based on client potential.
- Excellent communication and interpersonal skills are essential to succeed in this role.
- You will also be responsible for enhancing customer satisfaction and retention, providing regular updates on market information, and conducting follow-up calls to support investment decisions.
- Additionally, you will regularly assess market trends and competitor program offerings to enhance the EWB program's product differentiation and overall attractiveness.
Requirements:
- Degree in Business Administration or related field.
- Minimum 5 years of experience in a similar role.
- Strong communication and interpersonal skills.
- Ability to work under pressure and meet deadlines.
- Knowledge of financial markets and products.