Relationship Manager – Wealth Management (Metro Manila)

Job title: Relationship Manager – Wealth Management (Metro Manila)

Company:


Job description: About the Job Location : Metro Manila Corporate Title : Relationship Manager Work Arrangement: Onsite Our Branches/Stores is looking for experienced professionals to join us in Metro Manila in the role of Relationship Manager . As a Relationship Manager, you will drive the business by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring customer satisfaction and retention. Stay abreast of market trends and competitor activities, continually enhancing service levels and operational efficiency. As you help build our foundation, EastWest will foster yours. Your dream. Our focus. Whether you’re just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success. At EastWest, we empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment. Over 29 years, EastWest has emerged as one of the most consumer-focused universal banks in the Philippines. EastWest is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience. What the role will entail Generation and maintenance of business to achieve sales targets. Sourcing, calling, and presenting bank products/services/investment opportunities on the individual: Building an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts. Implementing cross-selling and other relationship-building activities, and prioritize activities based on the level of existing/potential business and revenue contribution of clients in assigned portfolio. Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services for them to achieve their personal financial and investment objectives. Participating in promotional activities/events for client acquisition. Achieve agreed sales initiatives. Relationship building and management. Foster and deepen customer relationships by providing regular market information updates and trend analyses on local equities, bonds, and other investment instruments through market specialists; conduct follow-up calls/visits to assist them in their investment decisions. Conduct regular checks on market trends and competitors program offerings and activities and initiate efforts to increase the attractiveness of EWB program/product differentiation against its competitors. Customer satisfaction and retention Provide professional service to achieve customer satisfaction and retention. Practice service excellence in handling customer issues, complaints, and product inquiries in a timely, problem-free, and responsive manner. Provide a high level of professionalism in conducting financial analysis and profiling with customers. Recommend improvements in operational processes, procedures, and products based on monitoring of customer feedback to ensure constant enhancement of service levels and efficiency. What you can expect from joining our team Career development and training opportunities Competitive salary package and benefits Performance-based incentives and recognition programs to reward high-performing individuals. Opportunity to work with industry experts and be mentored by them. Defined career progression paths to guide you in your professional growth. To know more about us, and our career opportunities visit https://careers-page.com/eastwest-bank

Expected salary:

Location: Philippines

Job date: Thu, 22 Aug 2024 22:47:45 GMT

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