Junior / Senior Wealth Sales Relationship Manager (with Banking Exp)

Location: BGC/Makati/Ortigas Branch

The role is a client-facing role managing portfolio of Premier customers where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business working closely with branch RMs and heads.

The role holder has a responsibility to acquire, cross sell and retain a portfolio of Wealth clients, to grow the investment business including insurance, funds and fixed income and provide investment advisory support to customers. The role holder must work closely with branch RMs and heads to ensure achievement of the business performance measures and plan (as defined by IWPB). This will be achieved by helping clients actively manage their investment portfolios and becoming the trusted wealth advisor to them.

In this role, you will:

Achieve agreed financial targets by development of existing and new relationships

Build effective relationships with clients to retain and develop sustainable relationships.

Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales. (Needs fulfilled)

Own the client relationships in the banks Wealth Solutions

Maintain an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group

Work as part of an integrated brokerage management team to ensure standards are met and operating models delivered

Work with the wider team in the bank's branches to deliver the IWPB Performance measures and plan to support the multi-channel client journey

Ensuring 100% compliance to sales procedures

Requirements:

Bachelor's degree or equivalent experience.

Minimum of three years proven and progressive financial services and/or retail sales

experience or equivalent.

Evidence of strong sales results in insurance and investment products.

Relationship management experience with high-net-worth clients. Strong communication, client focus and influencing skills.

Strong technical skills in wealth management.

Strong sales orientation, networking and portfolio management skills.

Sound knowledge of financial services products and services and the client relationship

management system. Understanding of business banking client segment and products and

services.

Local regulatory & license requirements - job holder should possess valid licenses with

accreditation on wealth management and qualification as required by country