Search for Jobs

Relationship Manager
RCBC
Posted
3 weeks ago

Makati

Onsite

PHP 50K

Mid Level

Full Time

Job Categories

Sales Finance Management Customer Consulting

Match

Skills

Experience

Industry

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

Similar Jobs