Global Banking Relationship Manager
5 days ago
Michael Page is working with a leading global banking and financial services organization.
We are seeking a Wealth Sales Relationship Manager (Cebu-based) to manage high-value clients and achieve business performance measures and plans.
About the Role
- Achieve financial targets by nurturing relationships with both new and existing clients.
- Strengthen client relationships to foster long-term partnerships.
- Demonstrate a strong understanding of client needs, offer relevant products and services, and close sales effectively.
- Stay up to date with the latest products and services within the Group and external sources to provide optimal solutions for clients.
- Support colleagues and contribute beyond the role's core responsibilities through direct and indirect actions.
Requirements
- At least 3 years of experience in financial services or retail sales, with a strong track record in insurance and investment product sales.
- In-depth knowledge of financial services products, client relationship management systems, and local regulatory requirements.
- Must hold valid licenses and accreditations in wealth management.
- Strong sales orientation, networking, portfolio management, communication, and client relationship skills.
What We Offer
- Work with a prestigious global bank with a presence in numerous countries.
- Enhance your career in sales within the banking sector.
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