High Net Worth Relationship Specialist

2 days ago

Taguig, National Capital Region, Philippines beBeeClient Full time ₱800,000 - ₱1,200,000

Are you looking for a challenging role in finance that utilizes your relationship management skills?

We have an exciting opportunity for a seasoned professional to join our team as a Client Relationship Manager.

  • This is a client-facing role that involves managing high-value clients, requiring professionalism, a strong understanding of financial planning, and excellent communication skills.
  • You will be responsible for acquiring new business, maintaining close liaison with colleagues from other lines of business, and retaining a portfolio of high-net-worth clients.

In this role, you will review the portfolio regularly to identify opportunities and embed client loyalty by meeting their needs directly or through internal partners.

You will also refer non-qualified business to appropriate parties and attract new clients by understanding their financial needs and delivering high standards of service quality.

About This Role
  • The ideal candidate will have a minimum of three years' experience in financial services and/or retail sales, with evidence of strong sales results in insurance and investment products.
  • They should also possess strong technical skills in wealth management, relationship management experience with high-net-worth clients, and excellent communication skills.
  • Able to communicate well in English and local languages, they should also have a sound knowledge of financial services products and services and the client relationship management system.

This is a full-time position with a seniority level of Mid-Senior. The job function is Finance, and it falls under the industries of Financial Services and Banking.

Benefits:

  • This role offers a competitive salary and benefits package, including opportunities for growth and development within the company.
  • You will work in a dynamic and inclusive environment that fosters continuous professional development, flexible working arrangements, and opportunities to contribute to the success of the organization.

What You'll Achieve

  • You will achieve more when you join our team, contributing to the growth and success of our clients and the organization as a whole.
  • You will have the opportunity to develop your skills and expertise, working with a talented team of professionals who are passionate about delivering exceptional results.
Details
  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Finance
  • Industries: Financial Services and Banking

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