Senior Client Advisor

12 hours ago


Bacolod City, Western Visayas, Philippines beBeeStrategist Full time ₱800,000 - ₱1,200,000
Key Account Strategist

Our ideal candidate will excel in managing and expanding our key client relationships, providing tailored solutions to meet their financial needs and expectations. This role involves cultivating new business opportunities through strategic partnerships, leveraging the bank's resources to deliver comprehensive wealth management services.

  • Responsibilities:
    • Build and maintain strong relationships with high net worth clients, understanding their unique financial requirements and preferences.
    • Develop and implement customized financial strategies to maximize clients' investments and assets.
    • Collaborate with internal teams to identify cross-selling opportunities and provide integrated solutions.
  • Requirements:
    • Minimum 3-4 years of experience in relationship management or a related field.
    • Proven track record of success in sales and marketing, with a strong understanding of investments and financial concepts.

What We Offer: A dynamic work environment, opportunities for professional growth, and a competitive compensation package.

About Us: We are a leading financial institution dedicated to delivering exceptional client experiences and innovative financial solutions.


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