Junior Wealth Sales Relationship Manager

2 days ago

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

  • Junior Wealth Sales Relationship Manager

    2 days ago

    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...

  • Wealth Sales Relationship Manager

    2 weeks ago

    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...

  • Senior Wealth Sales Relationship Manager

    2 days ago

    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...

  • Private Wealth Relationship Manager

    2 days ago

    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...

  • Senior Relationship Manager – Private Wealth

    2 days ago

    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...

  • Relationship Manager

    2 days ago

    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...

  • Financial Wealth Planner

    1 week ago

    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...

  • Private Wealth Relationship Manager

    2 days ago

    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...

  • Relationship Manager

    2 days ago

    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...

  • Relationship Manager

    2 days ago

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

    About the JobLocation: Metro ManilaCorporate Title: Manager to Assistant Vice PresidentWork Arrangement: OnsiteOur Branches/Stores are looking for experienced professionals to join us in Metro Manila in the role of Relationship Manager.In this role, you will drive the business by prioritizing high-net-worth clients for innovative financial solutions and...