Relationship Manager

2 weeks ago

Cagayan de Oro, Northern Mindanao, Philippines EastWest Bank Full time

About the Job

Location: Cagayan De Oro City

Corporate Title: M to AVP

Work Arrangement: Onsite

Our Branches/Stores are looking for experienced professionals to join us in Cagayan De Oro City 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; implementing cross-selling and other relationship-building activities based on business and revenue contribution
  • Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services
  • Participating in promotional activities/events for client acquisition; achieving agreed sales initiatives; relationship building and management
  • Providing regular market information updates and trend analyses; conducting follow-up calls/visits; checking market trends and competitors' offerings to enhance EWB program/product differentiation
  • Providing professional service to achieve customer satisfaction and retention; handling customer issues and inquiries with service excellence; recommending process and product improvements based on customer feedback

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

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines EastWest Bank Full time

    About the Job Location: Cagayan De Oro City Corporate Title: M to AVP Work Arrangement: Onsite Our Branches/Stores are looking for experienced professionals to join us in Cagayan De Oro City 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...

  • Relationship Manager

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines East West Banking Corporation Full time

    About The JobLocation: Cagayan De Oro CityCorporate Title: M to AVPWork Arrangement: OnsiteOur Branches/Stores are looking for experienced professionals to join us in Cagayan De Oro City 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,...

  • Relationship Manager

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines Metrobank Full time

    Be #InGoodHands 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...

  • cbs - relationship manager, cdo

    20 hours ago

    Cagayan de Oro, Northern Mindanao, Philippines Metrobank Full time

    Be #InGoodHands 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...

  • Sales Relationship Officer

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines Asialink Finance Corporation Full time

    The Real Estate Sales Relationship Officer plays a crucial role in achieving sales targets for real estate and property-related loan products within a designated branch. This involves generating leads through various channels, managing walk-in customers, building relationships with partners, and providing excellent customer service to ensure client...

  • Relationship Specialist

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines ORIX METRO Leasing and Finance Corporation Full time

    Role Overview:The Relationship Specialist is responsible for the growth and development of an existing portfolio and the generation of new business to expand the company's client base, as well as the attainment of the assigned volume targets.Specific Duties and Responsibilities:Explore and initiate the development of new borrowing accounts through direct...

  • Sales Relationship Officer

    22 hours ago

    Cagayan de Oro, Northern Mindanao, Philippines Cepat Kredit Financing Inc. Full time

    The Sales Relationship Officer (CRO) is responsible for achieving individual loan targets by building strong relationships with MSMEs, conducting credit assessments, and ensuring quality documentation and account compliance within the assigned area.Key Result Areas (KRAs)Booking AttainmentMSME Market PenetrationProcess EfficiencyQuality of...

  • Branch Relationship Officer

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines EastWest Bank Full time

    About the Job Location: Mindanao Corporate Title: Junior Officer to Manager Work Arrangement: On-site Our Branch Banking Group is looking for experienced professionals to join us in EastWest Mindanao stores in the role of Branch Relationship Officer. In this role, you will be responsible for retaining and enhancing client relationships, striving to boost...

  • Branch Relationship Officer

    2 weeks ago

    Cagayan de Oro, Northern Mindanao, Philippines East West Banking Corporation Full time

    About The JobLocation:MindanaoCorporate Title: Junior Officer to ManagerWork Arrangement:On-siteOurBranch Banking Groupis looking forexperienced professionalsto join us in EastWest Mindanao stores in the role ofBranch Relationship Officer.In this role, you will be responsible for retaining and enhancing client relationships, striving to boost deposits...

  • Branch Relationship Officer

    4 days ago

    Cagayan de Oro, Northern Mindanao, Philippines EastWest Bank Full time

    About the JobLocation: MindanaoCorporate Title: Junior Officer to ManagerWork Arrangement: On-siteOur Branch Banking Group is looking for experienced professionals to join us in EastWest Mindanao stores in the role of Branch Relationship Officer.In this role, you will be responsible for retaining and enhancing client relationships, striving to boost...