A Relationship Manager is tasked to acquire new-to-bank clients & deepen existing client relationships for the Bank's mass affluent and emerging affluent client segment. They are expected to provide high-level professional service – from understanding clients' financial needs and goals, offering bank products suitable to the client's risk appetite, conducting portfolio reviews and rebalancing activities, to providing clients with market and investment updates.
Requirement/s:
- College graduate at least a Bachelor's/College degree and substantial experience in managing mass affluent and emerging affluent clients
Location
Metro Manila - BGC, Makati, Ortigas, Alabang, and Quezon City
Department
Treasury, Markets and Off-Balance Sheet