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Relationship Manager

Job Category:

Sales

Job Level:

Managerial

Open Date:

04-Dec-2019

Location:

TAGUIG CITY

Close date:

03-Jan-2020

Client Overview:

Our client is one of the leaders in finance & private equity groups in Asia.  

Client Industry:

FINANCIAL SERVICES

Job Description and Qualification:

Functions as the primary contact by providing an overall positive relationship to continuously acquire and maintain clients

Responsibilities:

  • Monitors and manages clients’ accounts and portfolios by providing regular market updates and value added advice and guidance through consistent client engagement activities (e.g., phone calls, meetings, e-mails, etc.).
  • Identifies and successfully capitalizes on cross-sell opportunities and helps clients understand which loan products or services best suit their needs, offering alternatives or customized products as may be appropriate.
  • Grows sustainable revenues from existing client portfolio and through targeted expansion of client network.
  • Effectively partner with other concerned departments to ensure that all client needs are addressed timely and thoroughly.

Qualifications:

  • Bachelor’s Degree
  • Must have extensive experience on Wealth / Portfolio Management
  • Candidate should have at least 5 years relevant experience in relationship management preferably coming from banks and investment firms
  • Preferably graduates from tier one universities

Salary:

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