Wealth Relationship Manager-Greenhills

  • Philippines
  • Permanent
  • Full-time
  • 29 days 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

  • Equipment Manager

    Evolution Gaming

    • Cebu City, Cebu
    Company Description Evolution proudly stand as a premier developer and provider of innovative products and services tailored for the entertainment sector. With a workforce boasti…
    • 17 days ago
  • Talent Success Manager (Internal Role)

    Pearl Talent

    • Philippines
    Role Overview Read below to see if you fit the mold to join our rapidly growing company! We’re hyper focus on building the right culture, first principled thinking, taking aggres…
    • 16 days ago
    • Apply easily
  • Case Manager (US Based - Law Firm)

    Pearl Talent

    • Philippines
    Role Overview As a  Case Manager , you will be the primary point of contact for clients and their law firms. You'll manage incoming applications, review legal documentation, comm…
    • 16 days ago
    • Apply easily