Relationship Manager, Premier Wealth
John Clements Consultants Inc
5d ago
source : Monster

Job Purpose :

Manage & grow the Banks affluent & HNW customer segment in terms of revenue, TFA and customers numbers, in line with RBG aspirations and segments value proposition

Accountable for the development of the segments long term and market strategies for customers acquisition, migration and retention of affluent & HNW customers

Collaboration internal (i.e. SME, Commercial Banking, Corporate Banking, Affluent & Mass, Trust, Global Markets) and external (i.

e. ATR Kim Eng, Sunlife, Philam, Manulife, Prudential) for synergies, tactical campaigns and product / service bundle

Oversee and manage the business performance of Premier Wealth Banking business

Collaborate with CD to ensure deployment of Premier Wealth Banking strategies, campaigns and value proposition are implemented at the branches

Knowledge / Experience / Technical skills :

Bachelor Degree in Banking, Business Studies, Finance or equivalent.

MBA holder with be an added advantage

Good command of spoken and written English and Filipino

  • Excellent communication and coalition building skills with an ability to balance, negotiate and work with a variety of internal and external stakeholders;
  • high level of knowledge and understanding in the subject matters

    Self-driven and possess strong presentation skills

    Good analytical skills with strong strategic thinking abilities

    Previous experience in selling investment products or as a relationship manager is an added advantage

    Desired Skills / Competencies :

    Excellent planning, organizing, communication and interpersonal skills,

    Strong analytical and qualitative skills

    Sales oriented and able to work independently

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