Virtual Relationship Officer

Job Description

The Virtual Relationship Manager will be assigned a portfolio of high-net worth clients (Preferred clients) of the bank. He/she will act as a trusted financial advisor to his/her clients on their personal financial needs, discuss major financial goals of clients to better understand their objectives, recommend suitable “off-the-shelf” solutions, and update clients on their portfolio activity and success. He/she will be responsible for growing and managing his/her portfolio to achieve growth in total funds, achieve profit, increase share of wallet, deepen product penetration, and attend to the client’s servicing requests to maintain strong relationships and build trust. Also, he/she is tasked to proactively acquire new-to-bank and new-to-segment preferred clients.

Responsibilities

• Manages and grows a defined portfolio of Preferred Banking clients through active engagement across all platforms
• Provides financial advice and wellness to clients based on their profile and risk appetite
• Maximizes use of tools in spotting opportunities to uncover needs of clients during conversations
• Performs service and sales callouts, virtual meetings and invitations to clients for marketing activities, campaigns, new products and promotions
• Acquires new-to-bank clients; handles omni-channel opportunities
• Conduct outbound product and tactical campaign call outs for portfolio clients (investments, retail loans, unsecured loan, life and non-life insurance)
• Promote usage of digital channels and platforms
• Encodes in all available reporting tools to document results of client conversations
• Closely monitors and provides regular updates to each client
• Attends to client’s banking needs and service requirements in an efficient and timely manner
• Addresses issues and concerns of clients and provides resolution within the prescribed turn-around time (TAT)
• Recommend and secure proper approval for special requests of clients
• Ensures that contact information and records of clients are consistently updated
• Maintains strict confidentiality of client data
  
  

Qualifications

• Bachelor’s Degree in any business related courses
• At least 2-years experience in Relationship Management / Portfolio Management / Sales Management
• TOAP / CISOLs certified is a plus
• Adept in the needed MS Officer systems (o365), various digital platforms, good interpersonal relationship skills
• Must be willing to report onsite in Makati City