Relationship Associate - Wealth Management

RCBC


Date: 2 weeks ago
City: Makati City
Contract type: Full time
Job Summary

  • Responsible in servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken.

How will you contribute?

  • RM Support: Handles daily operations and projects to free up the Relationship Manager for strategic growth.
  • Client Service: Delivers personalized, ""extra-mile"" service to high-net-worth clients to maintain trust and protect AUM.
  • Portfolio Monitoring: Tracks investments, loans, and maturities daily; executes client instructions for rollovers, bookings, and withdrawals.
  • Compliance & Admin: Ensures 100% accuracy in documentation for account openings and investments in strict compliance with KYC, AMLA, and BSP regulations.
  • Internal Liaison: Coordinates seamlessly across bank departments and corporate affiliates to fulfill client needs.

What will make you successful?

  • College Graduate of any Business course
  • Working knowledge of banking operations and policies
  • At least three (3) years experience in investment banking

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