Private Wealth Relationship Manager - Ortigas

Job Summary:

The Relationship Manager 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.

Specific Duties and Responsibilities:

• 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
• Works with the PW Support team for the completion of client onboarding requirements
• Constructs, validates, updates the account’s profile to determine the client’s banking and investment needs and risk appetite, and recommends appropriate financial solut...

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