Wealth Relationship Manager-Binondo

  • Manila City, Metro Manila
  • Permanent
  • Full-time
  • 1 month ago
Your Role Manage & grow the Bank's affluent & HNW customer segment in terms of Investable Assets (IA), fee income and customers numbers, in line with CFS aspirations and segment's client value proposition (CVP). Accountable for the implementation of the segment's customer acquisition, migration and retention. Collaboration with internal (i.e. Trust, Global Markets) and external counterparts. Collaborate with other CFS units (CD, Cards, Consumer Lending etc) to ensure deployment of Premier Banking strategies, campaigns and CVP are properly implemented at the branches Responsibilities Client engagement and relationship building to deepen wallet share; while managing attrition rate of funds Focus to deliver profitability through a healthy mix of deposit (i.e CASA/TD) and fee income products (i.e. investments, Bancassurance) Growth of the number of customers via customer acquisition and migration from Branch to Premier. Close collaboration with the branch partners to upgrade and grow affluent and HNWI client segment Qualifications Bachelor Degree in Banking, Business Studies, Finance or equivalent. MBA holder will be an added advantage Good command of spoken and written English and Filipino Excellent communication and coalition building skills with an ability to balance, negotiate and work with a variety of internal and external stakeholders; high level of knowledge and understanding in the subject matters Self-driven and possess strong presentation skills Good analytical skills with strong strategic thinking abilities Previous experience in selling investment products or as a relationship manager is an added advantage Show more Show less

foundit

Similar Jobs

  • Relationship Manager - Wealth Management

    • Manila City, Metro Manila
    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 deleg…
    • 1 month ago
  • Private Wealth Relationship Manager - Quezon City

    • Quezon City, Metro Manila
    The Private Wealth Relationship Manager is primarily accountable for managing the Private Wealth accounts/clients and growing the volume and revenue of his/her clients. Responsibil…
    • 1 month ago
  • Relationship Manager - Wealth Branch Management

    • Quezon City, Metro Manila
    Job Description Customer Service Monitors customers' accounts and portfolios providing regular market updates and advice through regular calls and meetings Proactively seeks to est…
    • 21 days ago