Relationship Manager

5 days ago

Makati City, National Capital Region, Philippines Manulife Wealth & Asset Management Full time ₱60,000 - ₱120,000 per year

Position:
Relationship Manager – High Net Worth / Affluent Portfolio

Type
: Full-time

Key Responsibilities

  • Build, manage and grow a portfolio of HNWI / affluent individual clients.
  • Serve as the lead advisor for clients: understand each client's financial goals, risk appetite, insurance and investment needs, and propose tailored solutions (insurance, wealth & asset protection, investment-linked products, etc.).
  • Acquire new HNWI clients via networking, referrals, events, business development and partnerships.
  • Cross-sell and up-sell the full suite of products and services: insurance (life, health, critical illness, asset protection), investment-linked products, wealth-planning solutions, estate planning liaison, etc.
  • Collaborate with internal teams (product specialists, underwriting, investment advisory, risk & compliance) to deliver holistic service to clients.
  • Monitor client portfolios and relationships: ensure service quality, review client needs periodically, maintain high client satisfaction and retention.
  • Meet defined targets for new business (assets under management / premiums) and for servicing existing clients (renewals, client referrals, wallet share).
  • Ensure all client interactions comply with internal policies, regulatory requirements (e.g., data privacy, anti-money-laundering, suitability).
  • Represent the company in client-events, seminars, private-client gatherings and networking forums relevant to the HNWI segment.

Qualifications & Experience

  • Bachelor's degree (preferably in Finance, Business Administration, Economics or equivalent). Post-graduate or professional qualification (e.g., CFA, CFP) is a plus.
  • Proven experience (typically 5 + years) in private banking, wealth management, high-net-worth relationship management, sales to affluent clients or similar.
  • Demonstrated track-record of acquiring and servicing HNWI or affluent clients; familiar with their expectations and dynamics.
  • Strong knowledge of insurance products (life, health, critical illness, wealth-linked), investment products, and financial markets.
  • Excellent interpersonal, communication and presentation skills — able to engage with sophisticated clients, build trust and manage expectations.
  • Sales-oriented mindset but also focused on advisory, service quality and long-term client relationships.
  • Ability to work independently, be proactive, network extensively, and manage a portfolio of clients.
  • Strong ethics, discretion and confidentiality (given the sensitive nature of HNWI relationships).
  • Familiarity with regulatory environment in the Philippines (insurance regulation, investment laws, AML/KYC) is an advantage.

Competencies & Attributes

  • Client-centric, service excellence focus.
  • Business development / "hunter" mindset for new client acquisition.
  • Ability to manage complexity: clients may have multi-faceted needs (investments, tax/estate liaising, cross-border considerations, etc.).
  • Networking skills: capable of attending events, building relationships with referral sources (legal, tax, real-estate, family offices).
  • Analytical mindset: able to understand client's overall financial profile, risk profile, propose appropriate strategies.
  • Team collaboration: though individual portfolio, must work closely with product, service and support teams.
  • Integrity and regulatory compliance mindset.

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