Relationship Manager - Wealth Management (Cagayan De Oro)

Cagayan de Oro City, Misamis Oriental
Permanent
Full-time

1 day ago

About the job Relationship Manager - Wealth Management (Cagayan De Oro)About the JobLocation: Cagayan De Oro CityCorporate Title: M to AVPWork Arrangement: OnsiteOur Branches/Stores are looking for experienced professionals to join us in Cagayan De Oro City in the role of Relationship Manager.In this role, you will drive the business by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring customer satisfaction and retention. Stay abreast of market trends and competitor activities, continually enhancing service levels and operational efficiency.Your dream. Our focus.East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.What the role will entail

Generation and maintenance of business to achieve sales targets; sourcing, calling, and presenting bank products/services/investment opportunities to the individual
Building an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts; implementing cross-selling and other relationship-building activities based on business and revenue contribution
Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services
Participating in promotional activities/events for client acquisition; achieving agreed sales initiatives; relationship building and management
Providing regular market information updates and trend analyses; conducting follow-up calls/visits; checking market trends and competitors' offerings to enhance EWB program/product differentiation
Providing professional service to achieve customer satisfaction and retention; handling customer issues and inquiries with service excellence; recommending process and product improvements based on customer feedback

What we're looking for

Bachelor's degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics, or equivalent
Licensed to sell Fixed Income and Equities; with UITF TOAP Certification; and Insurance (Traditional/VUL) licenses
At least 2 to 5 years of sales experience in retail banking, preferably in the wealth segment
Solid knowledge of a wide range of financial products, including Deposits, FX, Fixed Income, Equities, Mutual Funds, UITFs, Bank assurance, Loans, and Cash Management solutions
Ability to conduct in-depth portfolio reviews and provide holistic financial advice
Strong understanding of the macroeconomic landscape and its impact on wealth management
Excellent relationship-building, communication, and consultative selling skills

What you can expect from joining our team

Career development and training opportunities
Competitive salary package and benefits
Performance-based incentives and recognition programs to reward high-performing individuals
Opportunity to work with industry experts and be mentored by them
Defined career progression paths to guide you in your professional growth

EastWest Bank

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