Wealth Sales Relationship Manager - BGC

Taguig Permanent PHP780,000 - PHP1,690,000 per year View Job Description
The role involves managing high-value clients, building strong relationships, and achieving financial targets by offering tailored banking and wealth management solutions. The ideal candidate should have at least 3 years of experience in financial services, with proven success in sales and required certifications in wealth management.
  • Join one of the leading global financial institutions.
  • Advance your career in client relationship management and banking.

About Our Client

We are working with one of the world's largest banking and financial services organization serving millions of customers through global businesses such as Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets. They are looking for a Wealth Sales Relationship Manager (Cebu-based) who will be managing high value clients and ensure achievement of the business performance measures and plan.

Job Description

  • Achieve financial targets by nurturing relationships with both new and existing clients.
  • Strengthen client relationships to foster long-term partnerships.
  • Demonstrate a strong understanding of client needs, offer relevant products and services, and close sales effectively.
  • Stay up to date with the latest products and services within the Group and external sources to provide optimal solutions for clients.
  • Support colleagues and contribute beyond the role's core responsibilities through direct and indirect actions.

The Successful Applicant

  • At least 3 years of experience in financial services or retail sales, with a strong track record in insurance and investment product sales.
  • In-depth knowledge of financial services products, client relationship management systems, and local regulatory requirements.
  • Must hold valid licenses and accreditations in wealth management.
  • Strong sales orientation, networking, portfolio management, communication, and client relationship skills.



What's on Offer

  • Work with a prestigious global bank with a presence in numerous countries.
  • Enhance your career in sales within the banking sector.



Contact
Nikole Pasilan
Quote job ref
JN-102024-6569412
Phone number
+63 917 707 5349

Job summary

Function
Banking & Financial Services
Sub Sector
Private Banker / RM / Wealth Manager
What is your area of specialisation?
Financial Services
Location
Taguig
Job Type
Permanent
Consultant name
Nikole Pasilan
Consultant contact
+63 917 707 5349
Job Reference
JN-102024-6569412

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.