POSITION TITLE: Relationship Manager
DEPARTMENT: Premier Wealth
RANK: Manager - AVP
YOUR ROLE
- Manage & grow the Bank's affluent & HNW customer segment in terms of Investable Assets (IA), fee income and customers numbers, in line with the Bank's aspirations and segment's client value proposition (CVP)
- Accountable for the implementation of the segment's customer acquisition, migration and retention
- Collaboration with internal (i.e. Trust, Global Markets) and external counterparts
- Collaborate with other CFS units (CD, Cards, Consumer Lending etc) to ensure deployment of Premier Banking strategies, campaigns and CVP are properly implemented at the branches
HOW YOU WILL CONTRIBUTE
- Client engagement and relationship building to deepen wallet share; while managing attrition rate of funds
- Focus to deliver profitability through a healthy mix of deposit (i.e CASA/TD) and fee income products (i.e. investments, Bancassurance)
- Growth of the number of customers via customer acquisition and migration from Branch to Premier
- Close collaboration with the branch partners to upgrade and grow affluent and HNWI client segment
WHAT WE ARE LOOKING FOR
- Bachelor Degree in Banking, Business Studies, Finance or equivalent.
- MBA holder will be an added advantage
- Good command of spoken and written English and Filipino
- Excellent communication and coalition building skills with an ability to balance, negotiate and work with a variety of internal and external stakeholders; high level of knowledge and understanding in the subject matters
- Self-driven and possess strong presentation skills
- Good analytical skills with strong strategic thinking abilities
- Previous experience in selling investment products or as a relationship manager is an added advantage
