Relationship Manager (Wealth Management)

China Bank PH

Negotiable
Tesis içi - Makati3-5 Yıl DeneyimDiplomaTam zamanlı
Paylaşmak

İş tanımı

Açıklama

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

Gereklilik

Please refer to job description.

Danışmanlık Satışı
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Boss

HR ManagerChina Bank PH

Çalışma konumu

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

Yayınlandı 24 March 2025

China Bank PH

>1000 Çalışan

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Eğer pozisyon yurt dışında çalışmanızı gerektiriyorsa lütfen dikkatli olun ve dolandırıcılığa karşı dikkatli olun.

İş arayışınız sırasında aşağıdaki davranışlara sahip bir işverenle karşılaşırsanız, lütfen hemen bildirin

  • kimliğinizi saklıyor,
  • bir garanti vermenizi veya mülkünüzü tahsil etmenizi gerektiriyorsa,
  • sizi yatırım yapmaya veya fon toplamaya zorluyorsa,
  • Yasadışı menfaatler topluyor,
  • veya diğer yasa dışı durumlar.