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RCBC

Relationship Manager

RCBC

Posted

3 weeks ago

Makati

Onsite

PHP 50K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

As a Relationship Manager in Wealth Management at RCBC, you will be responsible for managing and nurturing client relationships, developing customized financial solutions, and ensuring client satisfaction. This role requires a strong background in sales and client management, ideally within a wealth management or finance context. The position is located in Makati, Philippines, and aims at individuals with mid-level experience in a relevant field. While specific benefits are not mentioned, the role is structured as a full-time position with opportunities for career growth.

About Company

RCBC is a leading financial institution in the Philippines offering a wide range of banking and financial services. The company focuses on providing excellent customer service and innovative solutions to meet the financial needs of their clients.

Core Requirements

  • Bachelor's degree in finance or related field
  • Proven experience in relationship management
  • Strong understanding of financial products
  • Excellent communication skills
  • Ability to achieve sales targets

Responsibilities

  • Manage client relationships and accounts
  • Develop customized financial plans for clients
  • Identify and pursue new business opportunities
  • Provide excellent customer service
  • Conduct market research to adapt strategies
  • Collaborate with internal teams for service delivery
  • Maintain up-to-date knowledge of financial regulations

Must Have skills

Sales skillsClient managementFinancial knowledgeCommunicationProblem-solving

Nice To Have Skills

Data analysisTeamworkNegotiationCustomer serviceNetworking

Tools Knowledge Requried

CRM softwareMicrosoft OfficeFinancial analysis toolsCommunication platformsPresentation software

Job Keywords

Wealth ManagementRelationship ManagementSalesFinanceClient Satisfaction

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