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Premier Wealth Relationship Manager (Main Branch, BGC)

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Premier Wealth Relationship Manager (Main Branch, BGC)

  • Location:

    City of Taguig

  • Sector:

    Monroe Banking & Finance

  • Job type:


  • Salary:


  • Contact:

    Erwinv Sarenas

  • Contact email:

  • Job ref:


  • Published:

    24 days ago

  • Expiry date:


  • Startdate:


  • Client:

    Monroe Consulting Group

Executive recruitment company Monroe Consulting Group Philippines is recruiting on behalf of one of the well-established multinational banks in the Philippines. This company is currently on the lookout for the best Sales people that could grow not only the business but also their career as well. The company is looking for an exceptional Premier Wealth Relationship Manager. This job is based in BGC, Taguig City.

Job summary:

As a Premier Wealth Relationship Manager, you will be responsible for the following:

  • Increase RM portfolio - Client engagement and relationship building to deepen wallet share; while managing attrition rate of funds
  • Ensure profitability of portfolio - Focus and drive to deliver profitability to Premier Wealth through regular deposit products and fee income products such as investments and bancassurance
  • Grow portfolio head count (NOC) - Client referrals and sign up of family members
  • Support the directives of the branches to provide internal value add - Close co-ordination with the branch heads to ensure direction and drive of RM efforts are aligned with the branch

Key job responsibilities include:

  • Manage & grow the Bank's affluent & HNW customer segment in terms of revenue, investible assets and customers numbers, in line with Community Financial aspirations and segment's value proposition
  • Accountable for the development of the segment's long term and market strategies for customers acquisition, migration and retention of affluent & HNW customers
  • Collaboration internal and external for synergies, tactical campaigns and product/ service bundle
  • Oversee and manage the business performance of Premier Wealth Banking business
  • Collaborate with the Branches to ensure deployment of Premier Wealth Banking strategies, campaigns and value proposition are implemented at the branches

Key job requirements include:

  • With SEC Certification is preferred.
  • Bachelor's 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