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China Bank PH

Wealth Relationship Officer

China Bank PH

Posted

3 weeks ago

Manila

Onsite

PHP 30K

Junior Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Wealth Relationship Officer position at China Bank PH involves developing and maintaining client relationships to manage their wealth. This role requires knowledge in banking and finance, providing personalized services and financial advice to clients. Candidates should have adaptability and strong communication skills. No specific experience is required, making it suitable for junior professionals. The position is located on-site in Manila.

About Company

China Bank PH is a leading financial institution in the Philippines, dedicated to providing comprehensive banking services and solutions to individuals and businesses.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Strong communication skills
  • Customer service orientation
  • Ability to build relationships
  • Financial analysis skills

Responsibilities

  • Develop and maintain client relationships
  • Provide financial advice and solutions
  • Assist clients with wealth management
  • Conduct regular client meetings
  • Analyze client financial needs
  • Collaborate with team members for best practices
  • Stay updated on financial products and services

Must Have skills

CommunicationFinancial AnalysisCustomer ServiceRelationship ManagementProblem Solving

Nice To Have Skills

Sales SkillsAdaptabilityNegotiationTeam CollaborationAttention to Detail

Job Keywords

Wealth ManagementFinanceClient RelationsBankingSales

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