Relationship Officer (Wealth Management)

  • Central Luzon
  • Permanent
  • Full-time
  • 30 days ago
Responsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers; acquire new relationships through direct prospecting and by developing a network of internal and external referral sources; cultivate, expand and strengthen existing relationships through in-depth profiling and thorough financial needs assessment as well as understanding the customer&aposs unique requirements and staying abreast of the customer&aposs needs: devise customized financial strategies and alternatives and display creativity in formulating integrated solutions by acquiring a broad knowledge of investments, banking, trust, wealth transfer and financial planning; engage the Bank&aposs resources to deliver a complete wealth management solution and fulfill the customer&aposs immediate and future financial needs; act as the Bank&aposs conduit by referring opportunities to other lines of business, at the same time generate growth in the customer&aposs balances through recommendation and referral of products across all businesses by utilizing a proactive and disciplined approach. Qualifications: Has 3-4 years working experience in Relationship Management in a banking/financial institution Has experience in Sales and Marketing Has basic knowledge on investments and financial concepts Show more Show less

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