Achieving Business Success through Client Relationships

2 days ago

Manila, National Capital Region, Philippines beBeeInvestment Full time ₱800,000 - ₱1,200,000
Job Title:

Financial Relationship Specialist


About the Role:

The Financial Relationship Specialist is responsible for generating business targets through acquiring and growing client portfolios. They will identify and promote a robust pipeline of prospective clients, pursue marketing efforts to attract investible funds, and establish deep understanding of client needs.


Key Responsibilities:
  • Client Acquisition and Portfolio Growth:
    • Achieve business targets by acquiring and growing client portfolios.
    • Identify and promote a robust pipeline of prospective clients.
    • Pursue marketing efforts to attract investible funds from both existing and new accounts.
  • Client Servicing:
    • Establish a deep understanding of client needs and expectations, offering appropriate investment advice.
    • Refer eligible clients to the relationship management unit.
  • Qualifications:
    • Bachelor's Degree Holder (preferably in a business-related field).
    • At least 2 years' experience in account management and/or business development, with a focus on investments or insurance.
    • Preferably holds certifications such as CUSP/TOAP, SEC, and TIFP.
Requirements:
  • Willingness to travel and work in Makati or Ortigas.

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