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Relationship Manager - Institutional Sales

Sun Life of Canada (Philippines), Inc. Josephine Collado


    Job Description

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5-7 Years
8 days ago
34 Viewed
0 Applied

Job Description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job description (heading) / Description du poste (titre)

  • Primarily responsible for acquiring new business from corporate as well as qualified individual clients client retention and growth for SLIMTC.

  • The person is responsible for growing the trust and investment management business direct from the market and company-sponsored initiatives.

Preferred skills (heading) / Comptences particulires (titre)

  • Very good group presentation skills, with excellent written and verbal communication skills
  • Ability to provide innovations or customized solutions
  • Very good inter-personal skills - customer orientation, patience, good listening skills and empathy
  • Very much driven, self-motivated, self-confident
  • Very good selling skills - hunter mentality results-oriented
  • Very good negotiation skills
  • Ability to resolve conflicts
  • Resilience for rejection
  • Gives attention to details

Qualifications (heading) / Comptences (titre)

  • College graduate, preferably Sales and Marketing, Accounting or business-related course
  • At least 5 years of sales/account management related job, preferably from financial institutions
  • Evident track record of business growth based on the size of portfolio/accounts generated and handled.
  • Must be willing to undertake the necessary trust course and other license requirement for proper job execution.
  • Willing to travel around the Philippines and on flexible schedules

Responsibilities (heading) / Responsabilits (titre)

  • Direct to market prospecting and closing of trust and investment accounts from corporate and qualified individual clients
  • Performs account management functions in tandem with Investment Solutions partner in order to deliver a differentiated client experience by developing investment related technical skills client profiling skills as well as familiarization with relevant BSP regulations on Trust and Investment Management activities
  • Conceptualize and participate in marketing related activities that will result in SLIMTC awareness in the market and lead generation that will translate to growing the AUM and client base of Sun Life Investment Management.

Job Category:

Channel Management

Posting End Date:


Sun Life Financial Inc. is a Canadian financial services company. It is primarily known as a life insurance company. Sun Life has a presence in investment management with over CAD$1.3 trillion in assets under management operating in a number of countries.


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Last Updated: 14-06-2024 02:39:12 PM
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