Premier Wealth Relationship Manager

Premier Wealth Relationship Manager Job Description Template

Our company is looking for a Premier Wealth Relationship Manager to join our team.

Responsibilities:

  • Collaborate with internal and external departments for synergies, tactical campaigns and product/service bundles;
  • Collaborate with branches to ensure deployment of strategies, campaigns and value proposition;
  • Development long-term market strategies for customers acquisition, migration and retention of customers;
  • Oversee and manage the business performance of the business.

Requirements:

  • Excellent communication skills with an ability to balance, negotiate and work with a variety of internal and external stakeholders;
  • An MBA (Master of Business Administration) would also be an added advantage;
  • Good command of English and Filipino, both written and verbal;
  • Previous experience in selling investment products or working as a relationship manager;
  • Bachelor Degree in Banking, Business Studies, Finance or equivalent;
  • Self-driven with strong presentation skills;
  • High level of knowledge and understanding in the subject matters;
  • Good analytical skills with strong strategic thinking abilities;
  • SEC (Security and Exchange Commission) Certification.