Wealth Relationship Manager

2 days ago


Manila, National Capital Region, Philippines Tap Growth ai Full time

We're Hiring: Relationship Manager
We are seeking a dynamic and results-oriented Relationship Manager to cultivate and enhance client relationships, ensuring customer satisfaction and loyalty. The ideal candidate will have excellent interpersonal skills, a strong understanding of client needs, and the ability to drive business growth through effective relationship management.

Location:
National Capital Region, Philippines

Work Mode:
Work From Office

Role:
Relationship Manager

What You'll Do
Build and maintain long-term relationships with clients

Identify client needs and provide tailored solutions

Act as the primary point of contact for client inquiries and concerns

Monitor account performance and drive strategies for improvement

Prepare regular reports on account status and KPIs

Collaborate with cross-functional teams to enhance service delivery

Drive initiatives to increase customer engagement and retention

What We're Looking For
Proven experience in relationship management or similar role

Excellent communication and negotiation skills

Strong problem-solving abilities with attention to detail

Ability to work independently as well as part of a team

Knowledge of CRM tools is an advantage

A proactive approach towards achieving targets and objectives

Ready to make an impact? Apply now and let's grow together



  • Manila, National Capital Region, Philippines HSBC Full time ₱1,200,000 - ₱2,400,000 per year

    Some careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...


  • Manila, National Capital Region, Philippines Atlantis Consulting Full time ₱1 - ₱2 per year

    Title: Relationship Manager - Private Wealth BankingLocation: Ortigas, Metro Manila & South Luzon, PhilippinesCompany: Local BankPosition Type: Full-TimeReporting to: Department Head, Private Wealth BankingHeadcount: 2Job briefThe Relationship Manager (RM) is the primary link between the bank and its High Net Worth Individual (HNWI) clients. The RM manages...


  • Manila, National Capital Region, Philippines Viventis Search Asia Full time

    Relationship Manager – Private Wealth (Singapore Relocation Opportunity)We are seekingexperienced and client-driven Relationship Managersspecializing inPrivate Wealth Managementto join one of thepremier universal banks and leading financial institutions in the Philippines. This is an exciting opportunity for banking professionals who are ready toexpand...


  • Manila, National Capital Region, Philippines Group of Companies Full time ₱900,000 - ₱1,200,000 per year

    Role OverviewThe Junior Wealth Sales Relationship Manager is a client-facing role responsible for managing a portfolio of Premier customers. This position requires professionalism, client focus, and a strong foundation in financial planning. The role supports the growth of the bank's investment business, including insurance, funds, and fixed income, by...


  • Manila, National Capital Region, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time ₱1,200,000 - ₱3,600,000 per year

    Some careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...


  • Manila, National Capital Region, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time ₱1,200,000 - ₱2,400,000 per year

    Some careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...


  • Manila, National Capital Region, Philippines JMJ Wealth Planners Full time ₱1,200,000 - ₱2,400,000 per year

    Company DescriptionIf you're looking for a sign to make your next best career move, FWD Life Insurance has an exciting opportunity for you.For more information, please visit Role DescriptionProvide personalized financial planning and wealth management advice to clients aligned with their short- and long-term financial goals.Analyze clients' financial...


  • Manila, National Capital Region, Philippines Atlantis Consulting Full time ₱1,500,000 - ₱3,000,000 per year

    Job Title: Relationship Manager Wealth ManagementCompany: Multinational BankLocation: Makati City, PhilippinesPosition Type: Full-timeHeadcount: 5Job BriefA prestigious international bank is seeking a proactive and entrepreneurial Relationship Manager for Wealth Management to lead the acquisition and growth of its High Net Worth Individual (HNWI) client...


  • Manila, National Capital Region, Philippines Metrobank Full time ₱1,500,000 - ₱2,500,000 per year

    Job Summary:The Relationship Manager is the main touchpoint between the bank and the HNWI segment. The RM is accountable for his customer base's risk appetite and investment profiles, and serves as the primary delivery channel of the bank's brand of customer service. The RM contributes to the bank's business growth by meeting financial targets from these...


  • Manila, National Capital Region, Philippines Personal Full time ₱100,000 - ₱120,000 per year

    Our Wealth Management group is looking for dynamic and experienced Relationship Managers who will partner with our clients in achieving their financial goals and provide expert advice on various financial matters.The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of...