Affluent Banking Professional

6 days ago


Davao City, Davao, Philippines Maybank Full time
About the Job

The Relationship Manager position at Maybank focuses on managing and growing the bank's affluent customer segment. This involves implementing strategies to acquire, migrate, and retain high net worth (HNW) clients, ensuring alignment with business aspirations and client value proposition (CVP). The successful candidate will collaborate with internal and external stakeholders to achieve this goal.

Your Key Responsibilities
  • Establish and maintain strong relationships with HNW clients to increase wallet share and minimize attrition rates.
  • Develop and execute plans to deliver profitability through a healthy mix of deposit products (e.g., CASA/TD) and fee income solutions (e.g., investments, Bancassurance).
  • Pursue customer acquisition and migration from Branch to Premier, expanding the customer base and increasing revenue streams.
  • Closely work with branch partners to upgrade and grow the affluent and HNWI client segment, ensuring effective implementation of Premier Banking strategies.
Requirements
  • Bachelor's degree in Banking, Business Studies, Finance, or equivalent.
  • MBA holders are highly valued for their advanced knowledge and skills.
  • Excellent communication and coalition building skills, with the ability to balance and negotiate with various internal and external stakeholders.
  • Strong understanding of subject matter and excellent English language proficiency.
  • Previous experience in selling investment products or as a relationship manager is an added advantage.


  • Davao City, Davao, Philippines Maybank Full time

    About the OpportunityThis is a unique opportunity for a skilled professional to join Maybank as a Relationship Manager and play a key role in driving growth and revenue within the affluent customer segment. The successful candidate will be responsible for implementing strategies to acquire, migrate, and retain high net worth (HNW) clients, ensuring alignment...


  • Davao City, Davao, Philippines Maybank Full time

    About the PositionThe Relationship Manager at Maybank is accountable for managing and growing the bank's affluent customer segment. This involves implementing strategies to acquire, migrate, and retain high net worth (HNW) clients, aligning with business aspirations and client value proposition (CVP). Effective collaboration with internal and external...


  • Davao City, Davao, Philippines Maybank Full time

    Your RoleThe Relationship Manager manages & grows the bank's affluent and high net worth (HNW) customer segment in terms of Investable Assets (IA), fee income and customer numbers, in line with CFS aspirations and segment's client value proposition (CVP). The incumbent is accountable for the implementation of the segment's customer acquisition, migration and...


  • Davao City, Davao, Philippines Maybank Full time

    About the RoleThe Relationship Manager plays a pivotal role in driving growth and revenue within Maybank's affluent customer segment. This individual is responsible for implementing strategies to acquire, migrate, and retain high net worth (HNW) clients, ensuring alignment with business aspirations and client value proposition (CVP). Collaboration with...


  • Davao City, Davao, Philippines Security Bank Corporation Full time

    About the PositionWe are looking for a highly skilled Commercial Banking Professional to join our team at Security Bank Corporation. As a Commercial Banking Professional, you will play a critical role in evaluating company accounts and recommending appropriate facilities and business levels for SBML.Key Responsibilities:Evaluate company accounts and identify...


  • Davao City, Davao, Philippines Eastern Ailse Credit Solution Inc. Full time

    Professional ProfileEducate aspiring Banking and Lending Professionals about the complexities of loan management and underwriting. At Eastern Ailse Credit Solution Inc., we need an expert who can craft compelling presentations, develop comprehensive training materials, and mentor colleagues.Main Responsibilities:Develop educational content and presentations...


  • Davao City, Davao, Philippines Commonwealth Bank Full time

    We are seeking an enthusiastic customer service professional to join our Daylesford branch team for a fixed term contract of 15 months.Please note that rosters are predetermined. Before applying, please ensure you are available to cover the following roster:14 hours per weekMonday and Friday: 9.15am - 5.00pmDo work that mattersAs the public face of CommBank,...


  • Davao City, Davao, Philippines Commonwealth Bank Full time

    Please note that rosters are predetermined. Before applying, please ensure you are available to cover the following roster.Part Time Roster (20 hours per week):Monday: 12.15pm - 4.15pmTuesday: 12.15pm - 4.15pmWednesday: 12.15pm - 4.15pmThursday: 12.15pm - 4.15pmFriday: 12.15pm - 4.15pmRole may require occasional travel to Oberon and Bathurst Branches.Do work...

  • Relationship Manager

    2 weeks ago


    Davao City, Davao, Philippines East West Banking Corporation Full time

    About the JobLocation: Davao CityCorporate Title: Relationship ManagerWork Arrangement: OnsiteOur Branches/Stores are looking for experienced professionals to join us in multiple sites listed above in the role of Relationship Manager.As a Relationship Manager, you will drive the business by prioritizing high-net-worth clients for innovative financial...


  • Davao City, Davao, Philippines East West Banking Corporation Full time

    About the JobWe are seeking an experienced Relationship Manager to drive business growth by prioritizing high-net-worth clients for innovative financial solutions and cross-selling.This role will involve staying abreast of market trends and competitor activities, enhancing service levels and operational efficiency.The successful candidate will help build our...


  • Davao City, Davao, Philippines Commonwealth Bank Full time

    To be successful in this role, you will need to possess excellent communication skills and the ability to articulate financial terms in a clear way. You should also be able to ask the right questions, find solutions, act with integrity, and place the customer at the centre of everything you do.


  • Davao City, Davao, Philippines Citistar Shopping Center, Inc. Full time

    Job Title: Accounting ProfessionalWe are seeking a highly motivated and detail-oriented accounting professional to join our dynamic finance team. The successful candidate will be responsible for various accounting functions, including but not limited to:Key Responsibilities:Process invoices and credit memos.Reconcile accounts receivable and payable.Prepare...


  • Davao City, Davao, Philippines East West Banking Corporation Full time

    About the PositionWe are looking for a results-driven Relationship Manager to take on a challenging role that requires exceptional communication and interpersonal skills.This individual will be responsible for generating and maintaining business to achieve sales targets, as well as building and managing relationships with high-net-worth clients.The...


  • Davao City, Davao, Philippines Universal Robina Corporation Full time

    Job DescriptionThe Plant Finance Manager is responsible for overseeing the financial operations of our plant in Davao. This role involves maintaining accurate financial records, reviewing accounting records, and preparing financial statements.Key ResponsibilitiesMaintain accurate and up-to-date financial records, including books of accounts.Review and...

  • Sales Professional

    4 days ago


    Davao City, Davao, Philippines Maybank Full time

    OverviewYour role at Maybank involves developing and delivering sales strategies to promote Cash Management products. You will work closely with stakeholders such as Client Coverage, Corporate Banking, Business Banking, Community Distribution, and RMSE to drive business growth.Key ResponsibilitiesDevelop Business Sales OpportunitiesBuild Long-Term...


  • Davao City, Davao, Philippines InfoCentrale Full time

    Role OverviewWe are seeking a highly skilled Remote Bookkeeping Professional to join our team at InfoCentrale. As a key member of our operations team, you will be responsible for managing and maintaining the company's financial records remotely.The ideal candidate will have 3-4 years of experience in bookkeeping or accounting, preferably in the BPO sector or...

  • admin staff

    12 hours ago


    Davao City, Davao, Philippines DRAGON DYNASTY CAPITAL CORP Full time

    - process payroll of construction workers-evaluate performing and non- performing workers-purchase construction materials (as needed)-canvass materials-assist the boss on bank transaction (e.g bank deposit)-address inquiries and resolve issues in a timely and professional manner-assist with data entry and record keeping


  • Davao City, Davao, Philippines JBS BUSINESS CENTER - Davao Full time

    JBS Business Center - Davao is a dynamic organization seeking a highly skilled Accounting Staff to join our team.About the RoleMaintain accurate financial records, including invoices, receipts, and transaction logs.Assist with accounts payable/receivable, prepare bank reconciliations, and ensure timely payments and collections.Prepare financial reports,...


  • Davao City, Davao, Philippines KCG Cortes Accounting Firm Full time

    We are seeking a highly skilled and experienced Accounting Specialist to join our team at KCG Cortes Accounting Firm.Key Responsibilities:Financial Recordkeeping: Maintain accurate financial records by processing invoices, receipts, and transactions.Reconciliation: Reconcile bank statements, accounts payable/receivable, and financial discrepancies to ensure...


  • Davao City, Davao, Philippines Security Bank Corporation Full time

    About Security BankSecurity Bank Corporation is one of the Philippines' best capitalized private domestic universal banks, with major businesses covering retail, corporate, commercial, and business (MSME) banking.We're recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading...