Wealth Relationship Manager-Quezon Avenue

1 day ago

Quezon City, National Capital Region, Philippines Maybank Full time ₱1,500,000 - ₱2,500,000 per year

Your Role


• Manage & grow the Bank's affluent & HNW customer segment in terms of Investable Assets

(IA), fee income and customers numbers, in line with CFS aspirations and segment's client value proposition (CVP).


• Accountable for the implementation of the segment's customer acquisition, migration and

retention.


• Collaboration with internal (i.e. Trust, Global Markets) and external counterparts.


• Collaborate with other CFS units (CD, Cards, Consumer Lending etc) to ensure deployment

of Premier Banking strategies, campaigns and CVP are properly implemented at the branches

Responsibilities


• Client engagement and relationship building to deepen wallet share; while managing attrition rate of funds


• Focus to deliver profitability through a healthy mix of deposit (i.e CASA/TD) and fee income products (i.e. investments, Bancassurance)


• Growth of the number of customers via customer acquisition and migration from Branch to Premier.


• Close collaboration with the branch partners to upgrade and grow affluent and HNWI client segment

Qualifications


• Bachelor Degree in Banking, Business Studies, Finance or equivalent.


• MBA holder will be an added advantage


• Good command of spoken and written English and Filipino


• Excellent communication and coalition building skills with an ability to balance, negotiate and work with a variety of internal and external stakeholders; high level of knowledge and understanding in the subject matters


• Self-driven and possess strong presentation skills


• Good analytical skills with strong strategic thinking abilities


• Previous experience in selling investment products or as a relationship manager is an added advantage

  • 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 PortfolioType: Full-timeKey ResponsibilitiesBuild, 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 &...

  • Relationship Manager – Private Wealth

    7 days ago

    Makati City, National Capital Region, Philippines Annonymous Full time ₱1,500,000 - ₱3,000,000 per year

    Makati City | Full-Time | Hybrid SetupWe're looking for aRelationship Managerto join a growing Corporate & Private Banking team — someone passionate about building trusted partnerships with clients, delivering tailored financial solutions, and driving portfolio growth.As a Relationship Manager, you'll manage and expand relationships withcorporate clients,...

  • CSR - Teller, Quezon Avenue Branch

    7 days ago

    Quezon City, National Capital Region, Philippines Metrobank Full time ₱150,000 - ₱250,000 per year

    ExternalBe #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...

  • Senior Wealth Sales Relationship Manager – Ortigas Branch

    2 weeks ago

    Mandaluyong City, National Capital Region, Philippines HSBC Full time ₱1,500,000 - ₱3,000,000 per year

    Some 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...

  • Service Relationship Manager

    1 day ago

    Quezon City, National Capital Region, Philippines Security Bank Corporation Full time ₱900,000 - ₱1,200,000 per year

    The RoleAs aService Relationship Manager,you are responsible for all the service needs of high net-worth clients and assist the assigned Wealth Managers in customer engagement. You may also serve as a backup contact point where the wealth manager is unavailable.How you'll contributeSupports assigned Wealth Managers in client coverage and service-related...

  • GWAM (Global Wealth & Asset Management) Operational Resilience Analyst

    1 week ago

    Quezon City, National Capital Region, Philippines Aumtrend Full time ₱1,200,000 - ₱1,800,000 per year

    Role : GWAM (Global Wealth & Asset Management) Operational Resilience AnalystCompany : One of the global client -Insurance companyLocation : Quezon city - UP TechnoHubWork Setup : Hybrid - 3 days onsite/weekSchedule: Mid ShiftPermanent position & Direct Hiring by the clientExperiences and Qualifications:Risk ManagementBusiness ContinuityGWAM(Global Wealth &...

  • Relationship Manager

    1 day ago

    Makati City, National Capital Region, Philippines Private Advertiser Full time ₱900,000 - ₱1,200,000 per year

    1.  Monthly preparation and submission of WAVE, EXCOM and MCO reports.2.  Quarterly preparation and submisison on Wealth Commission Report.3.  Daily Approver on Money Market Placements and Bank Loans availment.4.  Occasional Approver on BSP MOS, verifier on BSP Philpass Plus, verifier on ROC.Weekly checker of BSP CRRAR Report prepared by Treasury...

  • Investment Relationship Manager

    1 day ago

    Makati City, National Capital Region, Philippines J Anthony Management Consultants, Inc. Full time ₱1,500,000 - ₱3,000,000 per year

    Client: MULTINATIONAL INSURANCE COMPANYPosition: INVESTMENT RELATIONSHIP MANAGER (Wealth & Investment)The Investment Relationship Manager drives sales performance through strong partnerships with bank partners and clients. The role focuses on growing investment and insurance businesses, implementing sales strategies, and ensuring compliance with company and...

  • Admin Assistant- Ford Quezon Avenue

    1 week ago

    Quezon City, National Capital Region, Philippines ANC Group of companies - Ford Quezon Ave Full time ₱250,000 - ₱500,000 per year

    The position holder shall undertake the following functions:Performs job functions consistent with the corporate vision and mission statements and the core values of the company.Answers incoming telephone calls and routes calls to parties asked for.Reports cases of telephone breakdowns to and follows-up requested repairmen with the telephone...

  • Test Manager – Wealth Management

    1 week ago

    Makati City, National Capital Region, Philippines SLI CONSULTINGINC. Full time ₱1,560,000 per year

    Position: Test Manager (Wealth)Location: Makati / OrtigasWork Setup: Full OnsiteEmployment Type: Project-basedQualifications8–10 years of hands-on experience in software testing, with strong Avaloq functional and technical domain knowledge.Proven experience managing end-to-end testing in wealth management projects.Strong stakeholder management and...