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Relationship Officer
China Bank PH
Posted
3 months ago

Muntinlupa City

Onsite

PHP 80K

Mid Level

Full Time

Job Categories

Finance Sales Customer Management Banking

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Sema Summary

The Relationship Officer is responsible for managing high net-worth customer relationships and providing exceptional service. The role involves acquiring new relationships and developing customized financial strategies.

About Company

China Banking Corporation, established in 1920, is among the Top 4 private universal banks in the Philippines offering a wide range of financial services. It is recognized for its commitment to employee welfare and diversity.

Core Requirements

3-4 years experience in relationship management
Experience in sales and marketing
Basic knowledge of investments
Strong communication skills
Bachelor's degree in Finance or related field

Responsibilities

Manage full-service banking relationships
Provide exceptional customer experience
Acquire new client relationships through prospecting
Conduct financial needs assessments
Devise customized financial strategies
Engage bank resources for wealth management solutions
Generate growth through product referrals

Must Have skills

Sales skillsCustomer serviceRelationship managementFinancial analysisCommunication skills

Job Keywords

wealth managementrelationship managementfinancecustomer servicebanking

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