Insurance Solutions Manager-UFSI

Company: UnionBank Financial Services and Insurance Brokerage Inc.

Office Location: UB Square, Quezon, Metro Manila, Philippines

Employment Type: Probationary

About The Role

The Insurance Solutions Manager works closely with Relationship Managers and Personal Bankers to identify business opportunities, assess client needs, and recommend suitable investment and wealth solutions. This role serves as a subject matter expert, providing market insights, product expertise, and client advisory support while helping drive exc eptional customer experiences.

What You'll Do

• Partner with Relationship Managers and Personal Bankers to identify investment and wealth management opportunities.
• Assess client needs and recommend suitable investment solutions aligned with their financial goals.
• Accompany Relationship Managers on client meetings and sales calls to provide expert investment advice.
• Monitor market trends, analyze their impact on investment products, and share insights with the team.
• Ensure compliance with regulatory requirements while enhancing customer experience and service quality.
  
  

What We're Looking For

• Experience in investments, wealth management, banking, or financial services.
• Strong knowledge of financial markets, investment products, and portfolio solutions.
• Excellent communication, relationship-building, and client advisory skills.
• Strong analytical and critical thinking abilities with the ability to interpret market developments.
• Accountable, adaptable, collaborative, and committed to continuous learning and professional growth.