Global Banking Relationship Manager

5 days ago


Taguig, National Capital Region, Philippines Michael Page Full time

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

  1. Achieve financial targets by nurturing relationships with both new and existing clients.
  2. Strengthen client relationships to foster long-term partnerships.
  3. Demonstrate a strong understanding of client needs, offer relevant products and services, and close sales effectively.
  4. Stay up to date with the latest products and services within the Group and external sources to provide optimal solutions for clients.
  5. Support colleagues and contribute beyond the role's core responsibilities through direct and indirect actions.

Requirements

  1. At least 3 years of experience in financial services or retail sales, with a strong track record in insurance and investment product sales.
  2. In-depth knowledge of financial services products, client relationship management systems, and local regulatory requirements.
  3. Must hold valid licenses and accreditations in wealth management.
  4. Strong sales orientation, networking, portfolio management, communication, and client relationship skills.

What We Offer

  1. Work with a prestigious global bank with a presence in numerous countries.
  2. Enhance your career in sales within the banking sector.


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