Private Wealth Relationship Manager (Zamboanga)

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Private Wealth Relationship Manager (Zamboanga) Be #InGoodHands with Metrobank Here at Metrobank, we dont simply hire employees-we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobanks strong heart for the community, you have the chance to give back and make worthwhile contributions to our nations economic and social development. With Metrobank, a meaningful life is within your reach! Job Summary: The Relationship Manager is the main touchpoint between the bank and the HNWI segment. The RM is accountable for his customer bases risk appetite and investment profiles, and serves as the primary delivery channel of the banks brand of customer service. The RM contributes to the banks business growth by meeting financial targets from these relationship accounts. Specific Duties and Responsibilities:

• Coordinates with appropriate parties from the Retail Banking Sector, Institutional Banking Sector, Market Sales Group, Consumer Lending Group for new-to-Private Wealth referrals, and to secure the pre-requisites of PW-referred accounts
• Works with the PW Support team for the completion of client onboarding requirements
• Constructs, validates, updates the accounts profile to determine the clients banking and investment needs and risk appetite, and recommends appropriate financial solutions accordingly.
• Conducts regular portfolio reviews as part of the assessment process.
• Recommends to the Department Head potential markets, client referral resources, and opportunities for an initial dialogue with prospective new-to-bank customers.
• Ensures existing clients and candidates for on-boarding are introduced to the department head
• Attends to customers queries consistent with the banks customer experience promise, and anticipates and creates other opportunities that will lead to enhanced business relationships
• Performs other functions that may be required from time to time

Key Result Areas:

• Profitability
• Assets Under Management (AUM) Growth
• Wallet Share Growth
• Customer Satisfaction
• Customer Acquisition
• Acceptable Risk and Audit Ratings
• AML compliance

Qualifications:

• Graduate of a Business/finance degree or other related studies, MBA is an advantage;
• At least 3 years of sales experience in the banking or financial services industry
• Strong analytical skills
• Good communication skills and confident in talking to senior clients and internal partners

Job ID 21791

Information :

• Company : Metrobank
• Position : Private Wealth Relationship Manager (Zamboanga)
• Location : Manila
• Country : PH

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Private Wealth Relationship Manager (Zamboanga) job info - Metrobank Manila above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Private Wealth Relationship Manager (Zamboanga) job info - Metrobank Manila in 2025-03-21 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.