Junior Wealth Sales Relationship Manager

3 days ago

Manila, National Capital Region, Philippines Group of Companies Full time ₱27,000 - ₱60,000 per year


Role Overview

The 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 providing advisory services and working closely with branch Relationship Managers (RMs) and branch heads.

Key Responsibilities
  • Acquire, cross-sell, and retain a portfolio of Wealth clients.
  • Provide investment advisory support and help clients actively manage their portfolios.
  • Build and maintain trusted relationships with clients, acting as their wealth advisor.
  • Conduct regular portfolio reviews to identify cross-selling opportunities and strengthen client loyalty.
  • Attract new clients by understanding their financial needs and delivering high-quality service.
  • Ensure operational integrity and compliance with Group standards.
  • Collaborate with branch teams to meet business performance targets and support the multi-channel client journey.
  • Maintain awareness of relevant products and services across the Group to provide optimal client solutions.
  • Work as part of an integrated brokerage management team to meet standards and deliver operating models.
  • Ensure 100% compliance with sales procedures.
Qualifications & Requirements
  • Bachelor's degree or equivalent experience.
  • Minimum of 3 years of progressive experience in financial services or retail sales.
  • Proven success in selling insurance and investment products.
  • Experience managing relationships with high-net-worth clients.
  • Strong communication, client focus, and influencing skills.
  • Technical proficiency in wealth management.
  • Strong sales orientation, networking, and portfolio management capabilities.
  • Solid understanding of financial services products, client relationship systems, and business banking segments.
  • Must hold valid local licenses and accreditations in wealth management as required by regulatory authorities.

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