Senior Relationship Manager - Makati
2 linggo ang nakalipas
Paglalarawan ng trabaho
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Mga katulad na trabaho
· Responsible for converting existing relationships to the Firm, acquiring, managing, and growing client investment portfolios by providing tailored financial solutions aligned with clients goals. The Relationship Manager drives business growth through proactive sales efforts, m ...
3 araw ang nakalipas
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The Relationship Manager under UnionBank Financial Services and Insurance Brokerage Inc. manages client relationships through consistent engagement, · Drive portfolio actions through proactive client engagement. · Respond to investment-related or transactional queries (CASA, cred ...
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+Explore and initiate the development of new loan/deposit accounts, Maintain existing accounts for repeat business, Cross-sell other products of the Bank to enhance the contribution from the clients · +Must possess a Bachelor's degree major in Finance/Business Management/Banking/ ...
3 linggo ang nakalipas
Company: · UnionBank Financial Services and Insurance Brokerage Inc. · Position: · Relationship Manager (UFSI_J000035) · Office Location: · Makati City · Job Summary: · The Relationship Manager under UnionBank Financial Services and Insurance Brokerage Inc. manages client relatio ...
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The Relationship Manager of the Corporate Banking Group develops client portfolio of accounts to deliver budgeted goals and targets through cross-selling of bank products and new account on-boarding. · He achieves revenue goals by approved through account planning, account profit ...
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The Premier Wealth Relationship Manager is responsible for managing and growing the Bank's affluent and high-net-worth (HNW) customer segment in line with the Bank's aspirations and client value proposition (CVP). · ...
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The Agency Relationship Manager is responsible for driving growth and development within the agency by focusing on Agency performance management for both Advisors and Leaders. The role also involves close collaboration with the specialists, Advisor/Leader Development SMT in makin ...
2 linggo ang nakalipas
The Agency Relationship Manager is responsible for driving growth and development within the agency by focusing on Agency performance management for both Advisors and Leaders. The role also involves close collaboration with the specialists, Advisor/Leader Development SMT in makin ...
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