Relationship Manager - Wealth Management

About the Job

Location: Cagayan De Oro City

Corporate Title: M to AVP

Work Arrangement: Onsite

Our Branches/Stores are looking for experienced professionals to join us in Cagayan De Oro City 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.

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 activitie...