Relationship Manager – Investment

1 week ago

Makati City, National Capital Region, Philippines AXA Full time ₱500,000 - ₱1,000,000 per year

Relationship Manager – Investment & Wealth3 days ago Be among the first 25 applicants

Direct message the job poster from AXA PhilippinesJob Purpose:Assist partners in generating new business to achieve defined SP targets in single pay AUM, fee income, and activation

Build and deepen relationships with partners to drive business

Help identify clients' financial goals and expectations and assist partners in selecting appropriate investment opportunities

Create and implement sales strategies/activities

Meet annual goals/budgets in assigned area/desk (portfolio)Develop existing and new client relationships

Market a full range of Wealth Management products and services in a diversified manner to existing and new clients

Maintain communications with bank partners & clients to assess their needs and risk profile, advise on appropriate investment mix

Manage and monitor current portfolio to identify cross-selling and upselling opportunities

Ensure product documentation including training modules and client presentations is at all times correct and appropriate

Maintain good level of knowledge of the Bank's systems and regulatory environment

Partnership ManagementBuilding and maintaining strong, long-lasting JV relationships with bank partners by attending morning huddles and conducting monthly meetings to drive agreed strategies and review current performance.Provide professional customer service to achieve high level of partner/customer satisfaction and retention by monitoring partner/customer feedback to ensure constant enhancement of service levels and efficiency

Drive collaborated actions for MBTC and AXA that will yield to a win-win result for both parties.Ensure compliance with Bank's policies/procedures and regulatory requirements, particularly regarding KYC responsibilities and duties, as per relevant policies and procedures.Minimum Qualifications:Graduate of Bachelor Degree / with Master's DegreeAt least 5-8 years work experience with a proven track record in investment sales

Preferably with experience in private wealth, private banking, or investment portfolio management of high net-worth clients of financial institutions.Relevant banking experience

Licensed in SEC Fixed Income/SEC Equity/CIS/TCP is an advantage

Knowledge of Microsoft Office Suite (i.e. PowerPoint/Excel)An ability to understand and analyze sales performance metrics and current investment trends.Solid customer service attitude with excellent negotiation skills

Strong communication and team management skills

Analytical skills with a problem-solving attitude & strong influential skills

Availability to travel as needed

Interacts, collaborates and works well with teams

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business DevelopmentIndustriesInsurance, Financial Services, and Investment Banking

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