Relationship Manager (Private Wealth)

Industry Category	Accounting / Finance	Position	Banking / Finance
Recruitment Department		Number Of Recruits	several
Work Location	Metro Manila (NCR) Pasig	Nature Of Work	Full Time
Gender Requirements	Male	Marriage Requirement	No marital status restrictions
Education Level	Open to all levels	Work Experience	No work experience restrictions
Age Requirement	Above 18 years old	Salary Package	Negotiable
Updated Date	2022-10-13	Valid Until	Long-term validity

Duties and Responsibilities:

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 accountsWorks with the PW Support team for the completion of client onboarding requirementsConstructs, validates, updates the account’s profile to determine the client’s banking and investment needs and risk appetite, and recommends appropriate financial solutions accordingly.Conducts regular portfolio reviews as part of the assessment process.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 relationshipsPerforms other functions that may be required from time to time

Qualifications:

At least 3 years experience as a Relationship Manager in the banking or financial services industrystrong background in credit evaluation and financial analysisGood communication skills and confident in taking to senior clients and internal partnersStrong analytical skills

Be part of a leading financial institutionMetrobank is the country’s premiere universal bank with the largest consolidated network of over 2,200 automated teller machines nationwide, more than 900 domestic and 30 foreign branches, subsidiaries and affiliates. A recognized leader in the country’s banking industry, Metrobank has become the trusted banking partner, staying true to its promise of keeping you in good hands.Experience a fruitful and rewarding careerThe driving force of Metrobank’s success is its people who are committed to product quality and service excellence; practice strong work ethics and good governance. We uphold a culture anchored on our core values of customer delight, teamwork, passion for results and integrity. In Metrobank, hardwork is well-rewarded with a long term career and a competitive rewards system.Learn from trusted professionalsMetrobank is an excellent training ground for individuals who aim to learn and gain exposure to the different facets of banking and finance. The learning opportunities are immense as you work with top-notch experts of the banking industry - a driven team of individuals who put value on excellence and passion for service.