Junior / Senior Wealth Sales Relationship Manager (with Banking Exp)

1 week ago

Manila, National Capital Region, Philippines Q2 HR Solutions Full time

Location: BGC/Makati/Ortigas Branch

The role is a client-facing role managing portfolio of Premier customers where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business working closely with branch RMs and heads.

The role holder has a responsibility to acquire, cross sell and retain a portfolio of Wealth clients, to grow the investment business including insurance, funds and fixed income and provide investment advisory support to customers. The role holder must work closely with branch RMs and heads to ensure achievement of the business performance measures and plan (as defined by IWPB). This will be achieved by helping clients actively manage their investment portfolios and becoming the trusted wealth advisor to them.

In this role, you will:


• Achieve agreed financial targets by development of existing and new relationships


• Build effective relationships with clients to retain and develop sustainable relationships.


• Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales. (Needs fulfilled)


• Own the client relationships in the banks Wealth Solutions


• Maintain an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group


• Work as part of an integrated brokerage management team to ensure standards are met and operating models delivered


• Work with the wider team in the bank's branches to deliver the IWPB Performance measures and plan to support the multi-channel client journey


• Ensuring 100% compliance to sales procedures

Requirements:


• Bachelor's degree or equivalent experience.


• Minimum of three years proven and progressive financial services and/or retail sales

experience or equivalent.


• Evidence of strong sales results in insurance and investment products.


• Relationship management experience with high-net-worth clients. Strong communication, client focus and influencing skills.


• Strong technical skills in wealth management.


• Strong sales orientation, networking and portfolio management skills.


• Sound knowledge of financial services products and services and the client relationship

management system. Understanding of business banking client segment and products and

services.


• Local regulatory & license requirements - job holder should possess valid licenses with

accreditation on wealth management and qualification as required by country

  • Relationship Manager

    5 days ago

    Manila, National Capital Region, Philippines Private Advertiser Full time

    Relationship ManagerCorporate Banking | Wealth ManagementLocation: Metro ManilaA leading financial institution in Metro Manila is hiring two Relationship Managers—one for Corporate Banking and one for Wealth Management.Relationship Manager – Corporate BankingResponsibilities:Manage a portfolio of corporate and commercial clientsServe as the main point of...

  • relationship manager

    7 days ago

    Manila, National Capital Region, Philippines Metrobank Full time

    Be #InGoodHands with MetrobankHere at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future...

  • Relationship Sales Officer

    7 days ago

    Manila, National Capital Region, Philippines EastWest Bank Full time

    About the jobLocations: NationwideCorporate Title: Junior Officer to Assistant ManagerWork Arrangement: On-siteOur Branch Banking Group is looking for experienced sales professionals from the car dealership, pharmaceutical, hospitality and insurance industries to join us and build their career in banking as Branch Relationship Officers.In this role, you will...

  • Relationship Manager

    2 weeks ago

    Manila, National Capital Region, Philippines LanceSoft, Inc. Full time

    Position - Relationship ManagerLocation - Manila, PhilippinesShift - Regular ShiftFull-Time OpportunityThe Relationship Manager is expected to originate, develop, review and manage loan portfolio relationships, as well as cross-sell appropriate bank products and services, across target segments, to contribute to the Bank's objectives in terms of growth,...

  • Business Development Manager

    3 days ago

    Manila, National Capital Region, Philippines Banking One Full time

    Company DescriptionBanking One provides retail banks with predictive customer insights that measurably increase conversion and make agentic AI work in practice.We process tokenized, fully anonymized customer data and enrich it with market-level signals derived from a cross-bank data pool. Based on this, we calculate product propensities, customer traits,...

  • Wealth Planner

    3 days ago

    Manila, National Capital Region, Philippines E-Solutions Full time

    Work Setup:OnsiteLocations Available:Makati • BGC • Ortigas • Binondo • Congressional Ave. • Project 6 • La Trinidad, Benguet • Agoo, La Union • Cebu City • SurigaoCompensation:Up to ₱27,000Open to:Fresh GraduatesJob SummaryWe are looking for motivated and customer-focusedWealth Plannerswho are eager to build a career in financial...

  • Branch Relationship Officer

    3 days ago

    Manila, National Capital Region, Philippines EastWest Bank Full time

    About the JobLocation: NationwideCorporate Title: Junior Officer to ManagerWork Arrangement: On-siteOur Branch Banking Group is looking for experienced professionals to join us in EastWest stores nationwide in the role of Branch Relationship Officer.In this role, you will be responsible in retaining and enhancing client relationships, striving to boost...

  • Wealth Management, Account Opening Approval Hub Associate

    1 week ago

    Manila, National Capital Region, Philippines JPMorganChase Full time

    JOB DESCRIPTIONJoin our team and make your mark by ensuring a seamless and compliant onboarding experience for our clients. Be at the heart of Wealth Management Client Operations, where your attention to detail and partnership skills will drive operational excellence.Job Summary:As an Account Opening Approval Hub Associate in Wealth Management Client...

  • Relationship Manager

    1 week ago

    Manila, National Capital Region, Philippines Greece Golden Visa Full time

    𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 - 𝗚𝗿𝗲𝗲𝗰𝗲 𝗚𝗼𝗹𝗱𝗲𝗻 𝗩𝗶𝘀𝗮 Remote Independent Contractor Uncapped commission — top performers earn €100,000-€200,000+𝗪𝗵𝗼 𝗪𝗲 𝗔𝗿𝗲We believe ambitious people should not be prisoners of their passport. Greece...

  • Relationship Manager

    3 days ago

    Manila, National Capital Region, Philippines Shopee Full time

    Job DescriptionResponsible for managing the merchant relationships including the onboarding process and on-going key account managementAt a more senior level, you would be given responsibility of a category to manage where you are expected (together with a team) to retain, optimize and drive overall sales volumes of the categoryFocus on acquiring high value...