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China Bank PH

Relationship Officer

China Bank PH

Posted

last week

Muntinlupa City

Onsite

PHP 80K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

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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