Relationship Manager (Wealth Management)

China Bank PH

Negotiable
Di lokasi - Makati3 - 5 Tahun PengalamanDiplomaSepenuh-masa
Kongsi

Keterangan Kerja

Penerangan

Responsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers; acquire new relationships through direct prospecting and by developing a network of internal and external referral sources; cultivate, expand and strengthen existing relationships through in-depth profiling and thorough financial needs assessment as well as understanding the customer's unique requirements and staying abreast of the customer's needs: devise customized financial strategies and alternatives and display creativity in formulating integrated solutions by acquiring a broad knowledge of investments, banking, trust, wealth transfer and financial planning; engage the Bank's resources to deliver a complete wealth management solution and fulfill the customer's immediate and future financial needs; act as the Bank's conduit by referring opportunities to other lines of business, at the same time generate growth in the customer's balances through recommendation and referral of products across all businesses by utilizing a proactive and disciplined approach


Job Qualifications:

  • 3-4 years' of relationship management experience
  • Exposure in Banking, Relationship Management, and Sales and Marketing
  • Basic knowledge on investments and financial concepts

Syarat-syarat

Please refer to job description.

Jualan Konsultatif
Preview

Boss

HR ManagerChina Bank PH

Tempat Bertugas

8745 Paseo De Roxas corner Villar Street, Makati City, PH

Disiarkan pada 24 March 2025

Laporkan

Peringatan Keselamatan Bossjob

Jika jawatan memerlukan anda bekerja di luar negara, sila berhati-hati dan berhati-hati dengan penipuan.

Jika anda menemui majikan yang mempunyai tindakan berikut semasa pencarian kerja anda, sila laporkan segera

  • menahan ID anda,
  • menghendaki anda memberikan jaminan atau mengumpulkan sesuatu,
  • memaksa anda untuk melabur atau mengumpul dana,
  • mengumpul faedah haram,
  • atau situasi haram yang lain.