PRIVATE WEALTH RELATIONSHIP MANAGER, PRIVATE WEALTH METRO MANILA 2 DEPARTMENT

Posted 1 year ago by Metrobank

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Job Summary:

Coordinates with appropriate parties from the Retail Banking Sector, Institutional Banking Sector, Market Sales Group, Consumer Lending Group for new-to-Private Wealth referrals, and to secure the pre-requisites of PW-referred accounts
Constructs, validates, updates the account’s profile to determine the client’s banking and investment needs and risk appetite, and recommends appropriate financial solutions accordingly.Recommends to the Department Head potential markets, client referral resources, and opportunities for an initial dialogue with prospective new-to-bank customers.
Ensures existing clients and candidates for on-boarding are introduced to the department headAttends to customers’ queries consistent with the bank’s customer experience promise, and anticipates and creates other opportunities that will lead to enhanced business relationships
Role Exposure:

Expand your connections
Develop skills in collaboration and relationship building
Increase exposure on Financial Markets and expand into promising career within Financial Market Sector

Qualifications:

With at least 5 years’ experience in Sales and Bancassurance
With good local network is an advantage
Can multitask and has strong organizational & analytical skills

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How to apply? Application procedure as follows:

#1 Prepare and ready your resume/CV. You can try online resume builder from the internet.

#2 Visit the career site or web page of the company and look for the available jobs posted.

#3 Submit resume and apply online via the HR department / company’s email for application purposes.

#4 Wait for the company’s response and follow up as necessary.

#5 Visit Philippine Careers website every day for more job postings from other companies.