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Company Description
Union Bank of the Philippines is a publicly listed universal bank dedicated to reimagining banking to enhance lives and empower communities. Known as the most loved and preferred NextGen bank, UnionBank blends innovative technology, a culture of care, and operational excellence to deliver personalized financial solutions. The bank is committed to fostering meaningful and secure customer experiences through integrity, collaboration, and customer-focused services. At UnionBank, employees are supported by a culture that emphasizes learning, career mobility, and growth opportunities, driven by the belief that the future is shaped by its people.
Role Description
This is a full-time, on-site role located in Makati for a Relationship Manager. The Relationship Manager is responsible for building and maintaining strong relationships with clients by understanding their financial goals and offering tailored banking products and services. Daily responsibilities include managing client portfolios, identifying growth opportunities, handling inquiries, and ensuring client satisfaction. The role involves collaboration with internal teams to deliver exceptional service and drive customer success while meeting sales and growth targets.
Qualifications
Job ID: 147336593
Skills:
relationship management, wealth management principles, Financial Planning, business development, investment products, Financial Markets
Skills:
Research, Financial Monitoring and Reporting, Data Analysis, Banking Products, Marketing, Risk Management
Skills:
Legal Documentation, Bank products and services, Credit Analysis, Banking regulations
Skills:
Derivatives, bank guarantees, Loans, credit related products, relationship management, Trade Finance, Cash Management, deposit, remittances, Letter Of Credit, forex
Skills:
Ms Office, trust business, Investments, Securities, Financial Markets
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