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Full-time
bachelor degree, professional certificate
Career Development, Training Opportunities, Competitive Salary Package, Performance-based Incentives, Recognition Programs, Mentorship
Posted 44d ago
~40 hrs/week
Responsibilities
Drive business growth by providing innovative financial solutions and consultative analysis to high-net-worth clients. Focus on client acquisition, retention, and the cross-selling of bank products to achieve sales targets.
Requirements
Requires a bachelor's degree in a finance-related field and 2 to 5 years of retail banking sales experience. Must hold licenses for Fixed Income, Equities, UITF TOAP, and Insurance.
Full job description
About the Job
Location: Bacolod and Iloilo
Corporate Title: Manager to Assistant Vice President
Work Arrangement: Onsite
Our Branches/Stores are looking for experienced professionals to join us in multiple sites listed above in the role of Relationship Manager.
In this role, you will drive the business by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring customer satisfaction and retention. Stay abreast of market trends and competitor activities, continually enhancing service levels and operational efficiency.
Your dream. Our focus.
East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.
We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.
Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.
What the role will entail
Generation and maintenance of business to achieve sales targets; sourcing, calling, and presenting bank products/services/investment opportunities to the individual
Building an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts; implementing cross-selling and other relationship-building activities based on business and revenue contribution
Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services
Participating in promotional activities/events for client acquisition; achieving agreed sales initiatives; relationship building and management
Providing regular market information updates and trend analyses; conducting follow-up calls/visits; checking market trends and competitors' offerings to enhance EWB program/product differentiation
Providing professional service to achieve customer satisfaction and retention; handling customer issues and inquiries with service excellence; recommending process and product improvements based on customer feedback
What we're looking for
Bachelor's degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics, or equivalent
Licensed to sell Fixed Income and Equities; with UITF TOAP Certification; and Insurance (Traditional/VUL) licenses
At least 2 to 5 years of sales experience in retail banking, preferably in the wealth segment
Solid knowledge of a wide range of financial products, including Deposits, FX, Fixed Income, Equities, Mutual Funds, UITFs, Bank assurance, Loans, and Cash Management solutions
Ability to conduct in-depth portfolio reviews and provide holistic financial advice
Strong understanding of the macroeconomic landscape and its impact on wealth management
Excellent relationship-building, communication, and consultative selling skills
What you can expect from joining our team
Career development and training opportunities
Competitive salary package and benefits
Performance-based incentives and recognition programs to reward high-performing individuals
Opportunity to work with industry experts and be mentored by them
Defined career progression paths to guide you in your professional growth
Company Overview
East West Banking Corporation, established in 1994, is one of the fastest-growing banks in the country today. It caters to the financial needs of consumers, middle market corporates, and the mass affluent. Through its vast network of stores nationwide, it offers a wide range of banking products and services, as well as allied financial services: non-life insurance brokerage, bancassurance, and leasing.
EastWest’s goal is to provide excellent customer service, relevant products that meet the customer needs and having the most engaged and loyal customers and employees, while providing services befitting of a world-class bank anchored on service excellence in its chosen markets.
With steadfast commitment to make "Your Dream Our Focus," EastWest continues to develop innovative products and services and alternative delivery channels that cater to the diverse and evolving needs of its clientele.
Mission
For our chosen markets
by providing them with excellent service in the delivery of integrated and innovative products, responsive to their current and future financial needs, at the best value.
For our employees
by continuously providing them with opportunities to develop their full potential and by giving recognition and rewards commensurate to their contribution.
For our community
by committing ourselves to improving the quality of life of those around us through the support for various charities and involvement in outreach activities.
For our regulators
by uncompromisingly adhering to the highest standards of business ethics and corporate governance.
For our shareholders
by managing the bank professionally and prudently to consistently achieve optimal possible returns.
Offices: 5th Ave. corner 23rd St. Bonifacio Global City, Taguig City, Metro Manila 1634, PH
Company Overview
East West Banking Corporation, established in 1994, is one of the fastest-growing banks in the country today. It caters to the financial needs of consumers, middle market corporates, and the mass affluent. Through its vast network of stores nationwide, it offers a wide range of banking products and services, as well as allied financial services: non-life insurance brokerage, bancassurance, and leasing.
EastWest’s goal is to provide excellent customer service, relevant products that meet the customer needs and having the most engaged and loyal customers and employees, while providing services befitting of a world-class bank anchored on service excellence in its chosen markets.
With steadfast commitment to make "Your Dream Our Focus," EastWest continues to develop innovative products and services and alternative delivery channels that cater to the diverse and evolving needs of its clientele.
Mission
For our chosen markets
by providing them with excellent service in the delivery of integrated and innovative products, responsive to their current and future financial needs, at the best value.
For our employees
by continuously providing them with opportunities to develop their full potential and by giving recognition and rewards commensurate to their contribution.
For our community
by committing ourselves to improving the quality of life of those around us through the support for various charities and involvement in outreach activities.
For our regulators
by uncompromisingly adhering to the highest standards of business ethics and corporate governance.
For our shareholders
by managing the bank professionally and prudently to consistently achieve optimal possible returns.
Offices: 5th Ave. corner 23rd St. Bonifacio Global City, Taguig City, Metro Manila 1634, PH