
Wealth Relationship Manager-Quezon Avenue
4 days ago
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
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