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Relationship Associate - Wealth Management

Talentmate

Philippines

23rd June 2026

2606-19171-2901

Job Description

Job Summary

Responsible in servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken.

How will you contribute?

RM Support: Handles daily operations and projects to free up the Relationship Manager for strategic growth.
Client Service: Delivers personalized, ""extra-mile"" service to high-net-worth clients to maintain trust and protect AUM.
Portfolio Monitoring: Tracks investments, loans, and maturities daily; executes client instructions for rollovers, bookings, and withdrawals.
Compliance & Admin: Ensures 100% accuracy in documentation for account openings and investments in strict compliance with KYC, AMLA, and BSP regulations.
Internal Liaison: Coordinates seamlessly across bank departments and corporate affiliates to fulfill client needs.

What will make you successful?

College Graduate of any Business course
Working knowledge of banking operations and policies
At least three (3) years experience in investment banking

Job Details

Role Level:	Not Applicable	Work Type:	Full-Time
Country:	Philippines	City:	Makati National Capital Region
Company Website:	http://www.rcbc.com	Job Function:	Sales
Company Industry/ Sector:	Banking Financial Services and Investment Banking

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About the Company

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