Senior Relationship Manager-UFSI

Company: Union Bank Financial Services and Insurance Brokerage Inc.

Position: S enior Relationship Manager-UFSI

Office Location: Makati City

Employment Type: Full-time

About The Role

The Relationship Manager is responsible for managing and growing a portfolio of affluent clients by providing investment and banking solutions tailored to their needs. The role focuses on deepening client relationships, driving revenue growth through investments and cross-selling, acquiring new-to-bank customers, and ensuring compliance with regulatory and internal standards.

What You'll Do

• Manage and engage clients regularly to drive portfolio growth and strengthen relationships.
• Provide support for investment-related inquiries and banking concerns, including CASA and credit card-related requests.
• Generate referrals and acquire new-to-bank clients through networking and relationship-building activities.
• Identify and maximize cross-selling opportunities for investment products, insurance, loans, cards, and other banking solutions.
• Conduct portfolio reviews, monitor client investment performance, and ensure compliance with customer due diligence and regulatory requirements.
  
  

• Bachelor's degree in Finance, Business, Economics, Management, Marketing, Engineering, Education, or a related field.
• Strong communication and interpersonal skills with the ability to build and maintain client relationships.
• Analytical mindset with the ability to understand market trends and provide appropriate financial recommendations.
• High level of integrity, professionalism, and attention to compliance requirements.
• Willingness and capability to obtain required internal and external certifications related to investments and wealth management.