
Senior Wealth Manager
19 hours ago
This is a senior-level position that involves managing and growing the bank's affluent customer segment.
Responsibilities- Develop and execute strategies to acquire and retain high-net-worth customers, driving growth in investable assets, fee income, and customer numbers.
- Collaborate with internal teams and external partners to implement customer acquisition and migration strategies, ensuring alignment with business aspirations and value proposition.
- Work closely with branch partners to upgrade and grow the affluent customer segment, leveraging relationships and market knowledge to drive business results.
- Deliver profitability through a healthy mix of deposits and fee income products, balancing deposit and investment portfolios to achieve optimal returns.
- Grow the number of customers via acquisition and migration from basic to premium services, increasing revenue and expanding the customer base.
- Bachelor's degree in Banking, Business Studies, Finance or equivalent.
- MBA holder will be an added advantage.
- Excellent communication and coalition-building skills, with ability to balance, negotiate and work with various stakeholders; strong subject-matter knowledge.
- Self-driven and possess strong presentation skills, with good analytical skills and strategic thinking abilities.
- Previous experience in selling investment products or as a relationship manager is an added advantage.
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Relationship Manager
4 days ago
Bacolod City, Western Visayas, Philippines China Bank PH Full timeRelationship Manager (Wealth Management)Get AI-powered advice on this job and more exclusive features.Direct message the job poster from China Bank PHHuman Resources Assistant | Registered PsychometricianResponsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers;...
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Relationship Manager
13 hours ago
Bacolod City, Western Visayas, Philippines China Bank PH Full timeResponsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers; acquire new relationships through direct prospecting and by developing a network of internal and external referral sources; cultivate, expand and strengthen existing relationships through in-depth profiling...
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Senior Client Advisor
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Wealth Management Specialist
4 days ago
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Affluent Wealth Growth Specialist
19 hours ago
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Senior Operations Manager
3 hours ago
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Sales Manager
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Senior Recruitment Specialist
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Senior Finance Coordinator
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