Full-time
Relationship Manager - Wealth Management
Posted by RCBC • , , Philippines, , , Philippines, Philippines
About the Role
- Services, grows and further deepens existing as well as new accounts / relationships of high net worth individuals that may be referred, assigned, transferred, or delegated to them.
Job Summary
- Services, grows and further deepens existing as well as new accounts / relationships of high net worth individuals that may be referred, assigned, transferred, or delegated to them.
How will you contribute?
- Solicits new accounts and develops/deepens existing accounts in order to generate and meet targeted sales volume or assets under management (AUM) and revenues/income for the bank. Strives to capture a bigger share of clients' wallet in order to maximize opportunities and maintain a more profitable relationship with clients.
- Develops and maintains a good network of prospective clients and referrals and systematically plans and schedules calls/visits. Conducts regular client calls and visits to identify clients' i...
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