
Relationship Manager
3 days ago
About the job Relationship Manager - Priority Banking (Cebu)
About the Job
- Location: Cebu
- Corporate Title: M to AVP
- Work Arrangement: Onsite
Our Branches/Stores are looking for experienced professionals to join us in Cebu 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 cross-selling, ensuring customer satisfaction and retention. Stay abreast of market trends and competitor activities, continually enhancing service levels and operational efficiency.
Your dream. Our focus.
East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.
We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.
Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.
What the role will entail
- Generation and maintenance of business to achieve sales targets
- Sourcing, calling, and presenting bank products/services/investment opportunities to the individual
- Building an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts
- Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services for them to achieve their personal financial and investment objectives
- Foster and deepen customer relationships by providing regular market information updates and trend analyses on local equities, bonds, and other investment instruments through market specialists; conduct follow-up calls/visits to assist them in their investment decisions
- Provide professional service to achieve customer satisfaction and retention
What we're looking for
- Bachelor's degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics, or equivalent
- Licensed to sell Fixed Income and Equities; with UITF TOAP Certification; and Insurance (Traditional/VUL) licenses
- At least 2 to 5 years of sales experience in retail banking, preferably in the wealth segment
- Solid knowledge of a wide range of financial products, including Deposits, FX, Fixed Income, Equities, Mutual Funds, UITFs, Bank assurance, Loans, and Cash Management solutions
- Ability to conduct in-depth portfolio reviews and provide holistic financial advice
- Strong understanding of the macroeconomic landscape and its impact on wealth management
- Excellent relationship-building, communication, and consultative selling skills
What you can expect from joining our team
- Career development and training opportunities
- Competitive salary package and benefits
- Performance-based incentives and recognition programs to reward high-performing individuals
- Opportunity to work with industry experts and be mentored by them
- Defined career progression paths to guide you in your professional growth
-
Relationship Manager
4 weeks ago
Cebu City, Central Visayas, Philippines RCBC Full timeRelationship Manager - Corporate BankingBe among the first 25 applicantsOverviewRelationship Manager - Corporate Banking role focused on soliciting new corporate customers, developing and growing a designated portfolio, and delivering bank products and services to meet targets while maximizing profitability and ensuring high customer...
-
Relationship Manager
3 weeks ago
Cebu City, Central Visayas, Philippines RCBC Full timeJob SummaryServices, grows and further deepens existing as well as new accounts / relationships of high net worth individuals that may be referred, assigned, transferred, or delegated to them.How will you contribute?Solicits new accounts and develops/deepens existing accounts to generate and meet targeted sales volume or assets under management (AUM) and...
-
Premier Relationship Manager
3 days ago
Cebu City, Central Visayas, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time ₱900,000 - ₱1,200,000 per yearSome 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...
-
Client Relationship Manager
3 days ago
Cebu City, Central Visayas, Philippines VA Platinum | Outsourcing Experts Full time ₱600,000 - ₱1,000,000 per yearDo you love building meaningful connections and keeping clients happy?Are you a pro at juggling client needs and finding win-win solutions?Ready to team up with Sales and Business Operations to keep our clients thrilled?Let's talk about how you can make a real impact hereAbout the CompanyVA Platinum is a leading provider of premium virtual assistant (VA)...
-
AVP – Relationship Manager
3 days ago
Cebu City, Central Visayas, Philippines Q2 HR Solutions Full time ₱900,000 - ₱1,200,000 per yearJob Description:The role holder has a responsibility to acquire, cross sell and retain a portfolio of Wealth clients, working with the ranches and direct teams to ensure achievement of the business performance measures and plan (as defined by IWPB and HIIB). This will be achieved by helping clients actively manage their investment portfolios and by acquiring...
-
Relationship Associate
4 weeks ago
Cebu City, Central Visayas, Philippines RCBC Full timeOverviewJob Summary: Responsible in servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken.What will you contribute?Assists the Relationship Manager (RM) in regularly and continuously servicing Wealth Management clients that provide substantial businesses to the Bank in terms...
-
Relationship Associate
3 weeks ago
Cebu City, Central Visayas, Philippines Metrobank Full timeOverviewHere at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling...
-
Relationship Associate
2 days ago
Cebu City, Central Visayas, Philippines Metropolitan Bank & Trust Company Full time ₱120,000 - ₱180,000 per yearBe in good hands with MetrobankHere at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future...
-
Relationship Associate
3 days ago
Cebu City, Central Visayas, Philippines Metrobank Full time ₱600,000 - ₱1,200,000 per yearBe in good hands with MetrobankHere at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future...
-
Relationship Associate
4 weeks ago
Cebu City, Central Visayas, Philippines Northwestern University Full timeSupport client account management, loan documentation, and business planning for Metrobank's Institutional Banking Sector in Leyte-Samar.Your Role:Key responsibilities include:Servicing daily client requests and maintaining updated account data/information.Ensuring completion of all loan-related documentary requirements to assist in analyzing clients'...