Relationship Manager - UFSI Makati City

Relationship Manager-UFSI

Company: UnionBank Financial Services and Insurance Brokerage Inc.

Office Location: UnionBank Plaza, Ortigas, Pasig City

Employment Type: Full-time

About The Role

The Relationship Manager manages client relationships through consistent engagement, ensuring portfolio allocations and solutions align with clients’ investment objectives and risk tolerance. Accountable for achieving individual sales targets on investments and insurance, growing assets under management (AUM), and expanding the customer base. Ensures strict adherence to the sales process and compliance with operating policies to maintain a strong control environment.

What You'll Do

• Drive portfolio actions through proactive client engagement.
• Respond to investment-related or transactional queries (CASA, credit card).
• Generate MGM/referrals for new-to-bank clients.
• Identify and pursue cross-sell opportunities for cards, loans, and other products.
• Attend internal and external market outlook briefings regularly.
• Conduct portfolio reviews for at least 1–2 clients daily.
• Complete compliance-related deliverables, including customer due diligence, AIR inquiries, surveillance, and LMTM callouts.
• Participate actively in Power Hour callouts and tag campaigns in ECRM.
• Review daily production and evaluate its impact on scorecards.
  
  

• Licensure Requirement: Candidates with existing SEC/FI licenses are preferred. However, we remain open to considering candidates who are willing to take and obtain the required licensure.
• Preferred Candidate Profile: Candidates should ideally have an existing client portfolio and/or relevant investment and wealth management knowledge.
• Work Arrangement / Location: The primary office location is Makati. The role is highly client-facing, with a preference for candidates who can actively engage and meet with clients rather than remain primarily office-based.