Job Description

  • Join a globally recognized banking brand
  • Fast-tracked 1-day hiring process

About Our Client

Our client is a leading international financial institution with a strong presence across global markets. Known for its premium wealth management platform, the organization offers a comprehensive suite of banking, investment, and insurance solutions to affluent clients while providing employees with strong career development opportunities.

Job Description

  • Manage and grow a portfolio of Premier and Wealth clients
  • Acquire new-to-bank customers and deepen existing client relationships
  • Identify and execute cross-selling opportunities across wealth, investment, and insurance products
  • Conduct regular portfolio reviews to maximize wallet share and client retention
  • Deliver personalized financial solutions based on clients' financial goals and needs
  • Work closely with branch, wealth advisory, and product partners to provide holistic client service
  • Build and maintain strong relationships with high-net-worth individuals
  • Achieve individual sales, revenue, and portfolio growth targets
  • Maintain the highest standards of customer service and operational excellence
  • Ensure compliance with regulatory, risk, and internal control requirements

The Successful Applicant

  • Minimum 3 years of experience in banking, wealth management, financial services, or retail financial sales
  • Proven track record in selling investment and insurance products
  • Experience managing affluent or high-net-worth client portfolios
  • Strong relationship management and client acquisition skills
  • Demonstrated success in achieving sales and revenue targets
  • Strong knowledge of wealth management, investment, and banking products
  • Excellent communication, stakeholder management, and influencing skills
  • Strong networking, business development, and portfolio management capabilities
  • Relevant wealth management certifications and regulatory licenses preferred
  • Ability to collaborate effectively with Compliance, Risk, and Internal Control teams

What's On Offer

  • Competitive fixed salary and attractive incentive structure
  • Opportunity to manage an established affluent client portfolio
  • Career growth within a leading international banking institution
  • Comprehensive wealth management and product training
  • Exposure to a high-performing and collaborative banking environment
  • Immediate hiring through a 1-day recruitment process

Contact

Quote job ref: JN-102024-6569412


Job Details

Role Level: Not Applicable Work Type: Full-Time
Country: Philippines City: Makati National Capital Region
Company Website: https://redirect.michaelpage.com/mp-home Job Function: Sales
Company Industry/
Sector:
Other

What We Offer


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