Relationship Manager

3 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 their financial needs

  • Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate

  • Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance

Qualifications:

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

  • Bachelor's degree or relevant experience

  • Minimum of 3 years proven and progressive financial services and/or retail sales experience or equivalent.

  • Capabilities in introducing insurance and investment products.

  • Relationship management experience with high net worth clients'

  • Strong technical skills, strong communication, client focus and influencing skills in wealth management.

  • Strong sales orientation, networking and portfolio management skills

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

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