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Client Acquisition Manager

2 weeks ago

Davao City, Davao, Philippines East West Banking Corporation Full time
About the Opportunity

We invite applications for the position of Client Acquisition Manager at EastWest Banking Corporation. This is an exciting opportunity for a professional with a passion for business development and client relationships.

As a Client Acquisition Manager, you will be responsible for generating and maintaining business to achieve sales targets, sourcing, calling, and presenting bank products/services/investment opportunities to individuals.

Your primary objective is to build and maintain strong relationships with high-net-worth clients, fostering and deepening customer relationships through regular market information updates and trend analyses on local equities, bonds, and other investment instruments.

You will work closely with industry experts and be mentored by them, providing a high level of professionalism in conducting financial analysis and profiling with customers.

  • Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services for them to achieve their personal financial and investment objectives.
  • Participating in promotional activities/events for client acquisition.
  • Practicing service excellence in handling customer issues, complaints, and product inquiries in a timely, problem-free, and responsive manner.