Relationship Manager (Wealth Management) at China Bank PH

Job Description:

Latest job information from China Bank PH for the position of Relationship Manager (Wealth Management). If the Relationship Manager (Wealth Management) vacancy in Bacolod matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at China Bank PH for the position of Relationship Manager (Wealth Management) below matches your qualifications.

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.

Qualifications:

• Has 3-4 years working experience in Relationship Management in a banking/financial institution
• Has experience in Sales and Marketing
• Has basic knowledge on investments and financial concepts

Job Info:

• Company: China Bank PH
• Position: Relationship Manager (Wealth Management)
• Work Location: Bacolod
• Country: PH

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Relationship Manager (Wealth Management) at the office Bacolod above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.