Save Job Back to Search Job Description Summary Similar JobsJoin a globally recognized banking brandFast-tracked 1-day hiring processAbout Our ClientOur client is a leading international financial institution with a strong presence across global markets. Known for its premium wealth management platform, the organization offers a comprehensive suite of banking, investment, and insurance solutions to affluent clients while providing employees with strong career development opportunities.Job DescriptionManage and grow a portfolio of Premier and Wealth clientsAcquire new-to-bank customers and deepen existing client relationshipsIdentify and execute cross-selling opportunities across wealth, investment, and insurance productsConduct regular portfolio reviews to maximize wallet share and client retentionDeliver personalized financial solutions based on clients' financial goals and needsWork closely with branch, wealth advisory, and product partners to provide holistic client serviceBuild and maintain strong relationships with high-net-worth individualsAchieve individual sales, revenue, and portfolio growth targetsMaintain the highest standards of customer service and operational excellenceEnsure compliance with regulatory, risk, and internal control requirementsThe Successful ApplicantMinimum 3 years of experience in banking, wealth management, financial services, or retail financial salesProven track record in selling investment and insurance productsExperience managing affluent or high-net-worth client portfoliosStrong relationship management and client acquisition skillsDemonstrated success in achieving sales and revenue targetsStrong knowledge of wealth management, investment, and banking productsExcellent communication, stakeholder management, and influencing skillsStrong networking, business development, and portfolio management capabilitiesRelevant wealth management certifications and regulatory licenses preferredAbility to collaborate effectively with Compliance, Risk, and Internal Control teamsWhat's on OfferCompetitive fixed salary and attractive incentive structureOpportunity to manage an established affluent client portfolioCareer growth within a leading international banking institutionComprehensive wealth management and product trainingExposure to a high-performing and collaborative banking environmentImmediate hiring through a 1-day recruitment processContactNikole PasilanQuote job refJN-102024-6569412Phone number+63 917 707 5349Job summaryFunctionSalesSub SectorAccount ManagerWhat is your area of specialisation?Financial ServicesLocationMakatiJob TypePermanentConsultant nameNikole PasilanConsultant contact+63 917 707 5349Job ReferenceJN-102024-6569412