Relationship Manager - Wealth Management
RCBC
Date: 2 weeks ago
City: Makati City
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.
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
CSR - Nonvoice - No Experience - Entry Level
Caldwell Communications,
Makati City
2 days ago
For regular employees, we offer an industry-leading benefits package that includes: Competitive Salary 13th Month Pay HMO with 3 free Beneficiaries on Day One20% ND Maternity/Paternity Leave Opportunity for rapid career growth for Top Performers Retirement/Life Insurance for Qualified Staff Work-life Balance Processes and ProgramsJob Responsibilities Answers phone calls and provides important information/ assistance to clients Checks mail, fax, and...
Multimedia Artist (with Pre-Press Support)
Dempsey Resource Management,
Makati City
5 days ago
Proven Experience In Graphic/multimedia Design (portfolio Required)Proficient in Adobe Creative Suite (Photoshop, Illustrator, InDesign; After Effects is a plus)Knowledge of basic layout and print file standards (CMYK, bleeds, resolution, etc.)Excellent time management and attention to detailExperience in a commercial printing company or knowledge of print production workflows is a major advantageOpen to feedback and willing to adapt in a fast-paced...
Company Delivery Driver
3E Hitech Solutions Inc,
Makati City
5 days ago
Follow all traffic lawsDrive defensively to ensure safetyMaintaining an organized travel schedule: research and plan for traffic, construction and weather delays etc.Use navigation applications to determine the best routeTransport clients and/or packages to and from destinationsArrive at destinations on scheduleInteract with clients professionally at all timesKeep the Exterior and the interior of the vehicle spotless.Carrying out vehicle maintenance checks. Arrange...
