Wealth Manager
RCBC
Posted
4 days ago
Makati
Onsite
PHP 60K
Mid Level
Full Time
Sema Summary
The Wealth Retail Relationship Manager collaborates with the Retail Banking Group to service high net worth clients. The role includes providing financial guidance and acquiring new clients for the Wealth Management Group.
About Company
Rizal Commercial Banking Corporation (RCBC) is one of the largest private domestic banks in the Philippines, offering a wide range of financial services through its extensive network.
Core Requirements
- Bachelor’s degree in business or related field.
- Working knowledge of general banking.
- Knowledge of investment products.
- Understanding of financial markets.
- Sales and marketing orientation.
Responsibilities
- Collaborate with branch managers to address investment needs.
- Plan and schedule client visits to identify service requirements.
- Establish clients' risk profiles and anticipate needs.
- Prepare reports on clients' investment portfolios.
- Assist Relationship Managers in offering financial advice.
- Stay updated with market developments.
- Source and acquire new clients for the Wealth Management Group.
Must Have skills
Job Keywords
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