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Relationship Manager
Metrobank
Posted
22 hours ago

Metro Manila

Onsite

PHP 50K

Mid Level

Full Time

Job Categories

Finance Banking Customer Sales Management

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Sema Summary

Metrobank is seeking a Private Wealth Relationship Manager to oversee high-net-worth clients in Metro Manila. This role entails managing client portfolios, understanding investment strategies, and fostering strong relationships. Candidates should have experience in finance and a knack for providing personalized service. The position is full-time and on-site in Metro Manila. Strong candidates will be adept at communication and have a background in banking or finance.

About Company

Metrobank is one of the leading banks in the Philippines, providing a variety of banking and financial services to individuals and businesses.

Core Requirements

Bachelor's degree in finance or related field
3+ years of experience in banking
Strong understanding of investment products
Excellent communication skills
Ability to manage client relationships

Responsibilities

Manage client portfolios effectively
Develop strategies for asset allocation
Identify new business opportunities
Conduct financial analysis for clients
Provide tailored financial advice
Maintain client satisfaction and retention
Stay updated on financial trends and regulations

Must Have skills

Financial analysisClient managementInvestment strategiesCommunicationProblem-solving

Nice To Have Skills

Sales experienceMarket researchNetworkingTime managementTeam collaboration

Tools Knowledge Requried

CRM softwareMicrosoft ExcelFinancial modeling toolsPresentation software

Job Keywords

wealth managementclient relationsinvestmentbankingportfolio management

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