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Relationship Manager (Private Wealth Davao) (Manila, Philippines) @ MBTCHCM

Manila, PhilippinesOnsiteFull-time
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About this role

<p style="margin:0.0in 0.0in 9.75pt;line-height:normal"><strong><span style="">Be #InGoodHands with Metrobank</span></strong></p> <p style="margin:0.0in 0.0in 9.75pt;line-height:normal"> </p> <p style="margin:0.0in 0.0in 9.75pt;line-height:normal"><span style="">Here at Metrobank, we don&apos;t simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank&apos;s strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation&apos;s economic and social development. </span></p> <p style="margin:0.0in 0.0in 9.75pt;line-height:normal"><span style="">With Metrobank, a meaningful life is within your reach!</span></p> <p style="margin:0.0in 0.0in 9.75pt;line-height:normal"> </p> <p style="margin:0.0in 0.0in 3.0pt;line-height:normal"><strong><span style="">Position Title:</span></strong><strong><span style=""> Private Wealth Relationship Manager</span></strong></p> <p style="margin:0.0in 0.0in 3.0pt;line-height:normal"> </p> <p style="margin:0.0in 0.0in 3.0pt;line-height:normal"><strong><span style="">Role Exposure:</span></strong></p> <ul style="margin-bottom:3.0pt;margin-top:0.0px"> <li style="margin:0.0in 0.0in 3.0pt 0.0px;line-height:normal"><span style="">Develop an in-depth understanding on the Financial Markets and Private Wealth management of the strongest bank in the Philippines</span></li> <li style="margin:0.0in 0.0in 3.0pt 0.0px;line-height:normal"><span style="">Hone your leadership skills and build a competitive profile for a rewarding career as an officer of the Bank</span></li> <li style="margin:0.0in 0.0in 3.0pt 0.0px;line-height:normal"><span style="">Take part in an extensive career progression and learn from the best Bankers in the industry</span></li> </ul> <p style="margin:0.0in 0.0in 3.0pt 0.5in;line-height:normal"> </p> <p style="margin:0.0in 0.0in 3.0pt;line-height:normal"><strong><span style="">Job Summary:</span></strong></p> <p style="margin:0.0in 5.65pt 0.0in 0.0in;text-align:justify;line-height:normal"><span style="">The Relationship Manager (RM) is the main touchpoint between the bank and the HNWI segment. The RM is accountable for his customer base’s risk appetite and investment profiles, and serves as the primary delivery channel of the bank’s brand of customer service. The RM contributes to the bank’s business growth by meeting financial targets from these relationship accounts.</span></p> <p style="margin:0.0in 5.65pt 0.0in 0.5in;text-align:justify;line-height:normal"> </p> <p style="margin:0.0in 0.0in 3.0pt;line-height:normal"><strong><span style="">Specific Duties &amp; Responsibilities</span></strong></p> <ul style="margin-bottom:3.0pt;margin-top:0.0px"> <li style="margin:0.0in 0.0in 3.0pt 0.0px;line-height:normal"><span style="">Coordinates with appropriate parties from the Retail Banking Sector, Institutional Banking Sector, Market Sales Group, Consumer Lending Group for new-to-Private Wealth referrals, and to secure the pre-requisites of PW-referred accounts</span></li> <li style="margin:0.0in 0.0in 3.0pt 0.0px;line-height:normal"><span style="">Works with the PW Support team for the completion of client onboarding requirements</span></li> <li style="margin:0.0in 0.0in 3.0pt 0.0px;line-height:normal"><span style="">Constructs, validates, updates the account’s profile to determine the client’s banking and investment needs and risk appetite, and recommends appropriate financial solutions accordingly. </span></li> <li style="margin:0.0in 0.0in 3.0pt 0.0px;line-height:normal"><span style="">Conducts regular portfolio reviews as part of the assessment process.</span></li> <li style="margin:0.0in 0.0in 3.0pt 0.0px;line-height:normal"><span style="">Recommends to the Department Head potential markets, client referral resources, and opportunities for an initial dialogue with prospective new-to-bank customers. </span></li> <li style="margin:0.0in 0.0in 3.0pt 0.0px;line-height:normal"><span style="">Ensures existing clients and candidates for on-boarding are introduced to the department head</span></li> <li style="margin:0.0in 0.0in 3.0pt 0.0px;line-height:normal"><span style="">Attends to customers’ queries consistent with the bank’s customer experience promise, and anticipates and creates other opportunities that will lead to enhanced business relationships </span></li> <li style="margin:0.0in 0.0in 3.0pt 0.0px;line-height:normal"><span style="">Performs other functions that may be required from time to time</span></li> </ul> <p style="margin:0.0in 0.0in 9.75pt;line-height:normal"> </p> <p style="margin:0.0in 0.0in 9.75pt;line-height:normal"><strong><span style="">Other Details:</span></strong></p> <p style="margin:0.0in 0.0in 9.75pt;line-height:normal"><strong><span style="">Rank: </span></strong><span style="">Assistant Manager to Manager</span></p> <p style="margin:0.0in 0.0in 10.0pt;line-height:115%"><strong><span style="line-height:115%">Business Unit: </span></strong><span style="line-height:115%">Financial Markets Sector / Private Wealth Division</span></p> <p style="margin:0.0in 0.0in 9.75pt;line-height:normal"><strong><span style="">Office Location and Schedule:</span></strong><span style=""> Metrobank Cebu / Davao</span></p>

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