Be #InGoodHands with Metrobank

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

Position Title: Private Wealth Relationship Manager

Job Summary:

The Relationship Manager is the main touchpoint between the bank and the HNWI segment. The RM is accountable for his customer base's risk appetite and investment profiles, and serves as the primary delivery channel of the bank's brand of customer service. The RM contributes to the bank's business growth by meeting financial targets from these relationship accounts.

Specific Duties and Responsibilities:

Coordinates with appropriate parties from the Retail Banking Sector, Institutional Banking Sector, Market Sales Group, Consumer Lending Group for new-to-Private Wealth referrals, and to secure the pre-requisites of PW-referred accounts
Works with the PW Support team for the completion of client onboarding requirements
Constructs, validates, updates the account's profile to determine the client's banking and investment needs and risk appetite, and recommends appropriate financial solutions accordingly.
Conducts regular portfolio reviews as part of the assessment process.
Recommends to the Department Head potential markets, client referral resources, and opportunities for an initial dialogue with prospective new-to-bank customers.
Ensures existing clients and candidates for on-boarding are introduced to the department head
Attends to customers queries consistent with the bank's customer experience promise, and anticipates and creates other opportunities that will lead to enhanced business relationships
Performs other functions that may be required from time to time

Key Result Areas:

Profitability
Assets Under Management (AUM) Growth
Wallet Share Growth
Customer Satisfaction
Customer Acquisition
Acceptable Risk and Audit Ratings
AML compliance

Qualifications:

Graduate of a Business/finance degree or other related studies, MBA is an advantage.
At least 3 years of sales experience in the banking or financial services industry
Strong analytical skills
Good communication skills and confident in talking to senior clients and internal partners

Available Locations:

Ortigas
Cebu
Davao

Private Wealth Relationship Manager - Davao