Strategic Relationship Builder, Private Wealth Expert
2 weeks ago
Key Responsibilities
As a Private Banking Relationship Manager, you will be responsible for growing the business through proactive acquisition and retention of HNW/UHNW clients in the Philippines market. You will implement geographical focused strategies in line with the overall business strategy, building and developing a deep understanding of clients' investment needs. You will provide sound financial advice to clients, working in partnership with Investment Counsellors and Product Specialists. You will be a trusted advisor to clients in their wealth journeys, working to continually strengthen client relationships. Your responsibilities will also include ensuring compliance to the bank's and regulatory requirements.
Requirements
- Bachelor's degree with at least 10 years of relevant experience.
- Sound knowledge of private banking products and solutions as well as deep expertise of the Philippines Market.
- Good understanding of compliance and regulatory requirements.
- Excellent interpersonal and communication skills with strong client centricity.
- Team player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention.
We Offer
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. You will be part of a team that is dedicated to building long-term relationships with our Private Banking clients in Asia, providing them with high quality, timely and extensive wealth management, investment and financial solutions.
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