Wealth Relationship Manager

2 days ago

Manila, National Capital Region, Philippines V Konnect Full time $50,000 - $100,000 per year

Roles and ResponsibilitiesManages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.

  • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.

.

  • Identifies current and potential relationship with additional revenue potential and grow business.
  • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
  • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships.
  • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.
  • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
  • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
  • Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

Interested candidates can directly share their resumes with me at ***********@v-

  • Wealth Relationship Manager

    2 days ago

    Manila, National Capital Region, Philippines Maybank Full time ₱900,000 - ₱1,200,000 per year

    Maybank Manila, National Capital Region, PhilippinesWealth Relationship Manager - Binondo1 week ago Be among the first 25 applicants Direct message the job poster from MaybankYour RoleThe Relationship Manager for Wealth Management manages & grows the bank's affluent and high net worth (HNW) customer segment in terms of Investable Assets (IA), fee income,...

  • Wealth Manager

    2 days ago

    Manila, National Capital Region, Philippines Security Bank Corporation Full time $900,000 - $1,200,000 per year

    About the RoleTheWealth Manageris the leader in building and growing the portfolio of high net-worth clients and nurturing long-term client relationships through wealth management advisory.As a leader of the Wealth Management Group, you will be instrumental in fulfilling the bank's promise of giving personalized and quality service to our clients. The Wealth...

  • private wealth relationship manager, private wealth metro manila 2 department

    4 weeks ago

    Manila, National Capital Region, Philippines Metrobank Full time

    Press Tab to Move to Skip to Content LinkPRIVATE WEALTH RELATIONSHIP MANAGER, PRIVATE WEALTH METRO MANILA 2 DEPARTMENTJob 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...

  • Wealth Portfolio Manager

    3 days ago

    Manila, National Capital Region, Philippines beBeeInvestment Full time ₱600,000 - ₱1,200,000

    Private Wealth Relationship ManagerThe Private Wealth Relationship Manager plays a pivotal role in fostering strong client relationships and driving business growth. As the primary point of contact for High Net Worth Individuals (HNWIs), this professional is responsible for understanding their unique needs, risk appetite, and investment profiles.Develop and...

  • Relationship Manager

    2 days ago

    Manila, National Capital Region, Philippines Q2 HR Solutions Inc. Full time $40,000 - $80,000 per year

    In this role you will: Achieve agreed financial targets by development of existing and new relationships. Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate Managing the total wealth of your clients by matching our financial and investment product solutions to...

  • Senior Wealth Manager

    2 days ago

    Manila, National Capital Region, Philippines Nezda Global Full time ₱900,000 - ₱1,200,000 per year

    About the RoleThis Senior Manager role focuses on overseeing the end-to-end lifecycle of financial portfolios — from fund accounting and equity pricing to client servicing and compliance. You'll be managing operations in a100% onsite role in Taguigon anight shift schedule, leading teams that deliver measurable impact on investment outcomes and client...

  • Wealth Management Professional

    5 days ago

    Manila, National Capital Region, Philippines beBeeRelationship Full time ₱800,000 - ₱1,200,000

    Private Wealth Relationship ManagerThis role is responsible for managing relationships with high net worth individuals, ensuring their financial needs are met and providing exceptional customer service. The successful candidate will have a strong analytical mind, excellent communication skills, and the ability to work effectively in a team environment.The...

  • Asset and Wealth Management

    1 week ago

    Manila, National Capital Region, Philippines JPMorganChase Full time

    Asset and Wealth Management - Trading Services Associate IJoin our Asset and Wealth Management - Trading Services team as a Trading Services Associate to drive excellence in trade processing and lifecycle management. Bring your expertise in derivatives and risk management to enhance process scalability and customer-centric service delivery. This role...

  • Wealth Management

    2 days ago

    Manila, National Capital Region, Philippines Chase- Candidate Experience page Full time $90,000 - $120,000 per year

    Join J.P. Morgan, a leading global financial services firm with over 200 years of history. Be at the forefront of quality management within our Asset & Wealth Management – Corporate Centers, Philippines. With client assets of $2.4 trillion, we are a global leader in investment and wealth management. Make your mark by driving continuous improvement and...

  • private wealth relationship manager, private wealth metro manila 2 department

    4 weeks ago

    Manila, National Capital Region, Philippines Metropolitan Bank & Trust Company Full time

    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...