Relationship Manager - Wealth Management
RCBC
Date: 1 week ago
City: Davao
Contract type: Full time
Job Summary
- Services, grows and further deepens existing as well as new accounts / relationships of high net worth individuals that may be referred, assigned, transferred, or delegated to them.
- Solicits new accounts and develops/deepens existing accounts in order to generate and meet targeted sales volume or assets under management (AUM) and revenues/income for the bank. Strives to capture a bigger share of clients' wallet in order to maximize opportunities and maintain a more profitable relationship with clients.
- Develops and maintains a good network of prospective clients and referrals and systematically plans and schedules calls/visits. Conducts regular client calls and visits to identify clients' investment needs and service requirements and to also explore other opportunities for growth. Establishes clients' investment needs profile, anticipates clients' needs and creates opportunities to sell more products and services.
- Ensures proper, complete and regular up-to-date client information as required in account opening documents, risk profile, and other transaction documentations. Ensures that all bank and government regulations, ie BSP, are followed including Know Your Client (KYC) and AMLA.
- Conducts sales coaching session for Relationship Associate/s (RA's) to ensure that RA's are equipped to market products.
- Provides efficient and professional account/relationship management and financial advisory services to ensure/encourage clients' loyalty and continued patronage. Ensures provision of excellent customer service through accurate and timely servicing of accounts. Regularly and proactively recommends products and services deemed appropriate to the clients' investment needs and risk profile and are mutually beneficial to the clients and the bank as well. Continuously provides updates on financial market developments and opportunities like foreign currency fluctuations, bond and stock markets, etc., to help clients make informed investment and business decisions. Assists and liaises for WM clients in coordinating with other groups within the Bank as well as with other YGC companies and affiliates.
- A team player with the skills to carry themselves with an air of confidence towards their clients in order to lead them into a succesful business transaction that will help the business units grow.
- At least a 4 year graduate on any business related degree.
- Preferably Chinese-speaking
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Medical Biller - Onsite (JF)
Snapscale,
Davao
1 week ago
Are you someone who thrives on precision and loves working with numbers? We're looking for talented Medical Billing Specialists to join our team and make a significant impact on the financial vitality of our healthcare practice!Responsibilities:Bill primary and secondary claims.New accounts are scrubbed (all data is verified and confirmed that it is entered correctly)All claims are scrubbed to (ensure codes...
Engineer (Civil)
Department of Transport and Main Roads,
Davao
1 week ago
Does a potential total remuneration package valued up to $158,000 excite you?Looking for a change of pace, but still want the opportunity for professional and personal growth, whilst alleviating some of the cost-of-living pressure? Transport and Main Roads, Central West District are seeking a motivated individual to join our team.Achieve that work/life balance that that everyone aspires to while enjoying...
Python Developer
EcomExperts,
Davao
2 weeks ago
Python Developer (Part-Time)We are seeking a skilled Python Developer to join our team on a part-time basis, working 20 hours per week.The ideal candidate will be responsible for creating applications for internal use by our SEO team.Job OverviewAs a Python Developer, you will focus on developing tools and applications to support our SEO team's operations.Your primary tasks will involve web...
