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Relationship Manager (Premiere or Wealth)

National Capital Region Permanent PHP120,000 - PHP170,000 per month (PHP1,440,000 - PHP2,040,000 per year) View Job Description
This role is responsible for acquiring, managing, and growing relationships with affluent clients by providing tailored banking, investment, and wealth management solutions. The successful candidate will drive business growth through client acquisition, portfolio management, cross-selling, and exceptional relationship management.
  • Join a globally recognized financial institution with strong career growth .
  • Build and manage a high-value client portfolio.

About Our Client

A leading international financial services organization.

Job Description

  • Manage and grow a portfolio of Premier and Wealth clients.
  • Acquire new-to-bank customers and generate new business opportunities.
  • Identify clients' financial goals and recommend suitable banking, investment, and insurance solutions.
  • Deepen existing client relationships through proactive portfolio management.
  • Cross-sell relevant wealth and financial products.
  • Deliver a high level of personalized customer service and client experience.
  • Conduct regular financial and wealth discussions with clients.
  • Build and maintain strong networks to generate referrals and business opportunities.
  • Achieve individual sales, revenue, and relationship management targets.
  • Ensure compliance with regulatory, operational, and risk management requirements.
  • Collaborate with internal stakeholders to provide holistic financial solutions.

The Successful Applicant

  • At least 3 years of experience in banking, financial services, insurance, or relationship management.
  • Proven sales and client acquisition experience.
  • Experience managing affluent, Premier, Wealth, or high-net-worth clients is highly preferred.
  • Strong relationship-building and stakeholder management skills.
  • Demonstrated hunter mentality with the ability to generate and convert leads.
  • Strong communication, presentation, and influencing skills.
  • Knowledge of investment, wealth, insurance, and banking products.
  • Experience handling client portfolios and achieving sales targets.
  • Wealth management licenses and certifications are advantageous for Wealth-focused positions.
  • Comfortable participating in sales scenarios, role plays, and client advisory discussions.

What's on Offer

  • Comprehensive HMO coverage.
  • Allowances to support work-related expenses.
  • Performance-driven career progression opportunities
  • Exposure to a globally recognized banking environment
  • Comprehensive training and development programs
Contact
Bianca Cruzabra
Quote job ref
JN-092026-7098849
Phone number
+63 2 7795 2839

Job summary

Function
Sales
Sub Sector
Account Manager
What is your area of specialisation?
Financial Services
Location
National Capital Region
Job Type
Permanent
Consultant name
Bianca Cruzabra
Consultant contact
+63 2 7795 2839
Job Reference
JN-092026-7098849

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.