Premier Relationship Manager

Location: BGC/Ortigas/Makati/Alabang/Cebu/Davao Branch

Role Purpose:

The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.

The role holder has a responsibility to acquire, cross sell and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by WPB). This will be achieved by active management of a portfolio of Premier clients, acquiring new clients and upgrading existing clients through becoming the trusted advisor to them.

It will also entail reviewing the portfolio regularly to identify cross selling opportunities and embed client loyalty by meeting their needs either directly or through other internal business partners.

In order to deliver the business objectives, the role holder will need to refer non-qualified business to appropriate parties following proposition protocol and attract business with new clients by understanding their financial needs and delivering high standards of service quality. The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve the goals.

In delivering the business objectives the role holder must also:

• maintain the levels of operational integrity required by the Group

• closely manage individual performance

• contribute to and maintain an environment where the wider Branch team is able to maximise performance in order to achieve the WPB business objectives whilst providing the highest quality service

The role holder is accountable for the performance of his or her portfolio. In addition, the role holder needs to ensure it is effectively run according to the Target Operating Model (TOM) as defined by the bank.

In this role, you will:

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

• Achieve agreed financial KPIs by development of existing and new relationships.

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

• Through disciplined portfolio management, develop strategies to increase wallet share of

existing clients and actively manage a prospect pipeline.

• Ensure consistent excellent, personalised service is delivered to Premier clients and contribute to the continuous improvement of the Bank's processes and standards.

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

• Work as part of an integrated branch management team to ensure, standards and are met and operating models delivered to contribute to the successful implementation of the Premier and Wealth Management Strategy

• Adhere to and be able to demonstrate adherence to controls

To be successful in this role, you should meet the following requirements:

• 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. Strong technical skills in wealth management.

• Relationship management experience with high-net-worth clients.

• Strong communication, client focus and influencing skills. Able to communicate well in English and local languages.

• 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.

• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.