Premier Wealth Relationship Manager Job Description Template
Our company is looking for a Premier Wealth Relationship Manager to join our team.
Responsibilities:
- Collaborate with internal and external departments for synergies, tactical campaigns and product/service bundles;
- Collaborate with branches to ensure deployment of strategies, campaigns and value proposition;
- Development long-term market strategies for customers acquisition, migration and retention of customers;
- Oversee and manage the business performance of the business.
Requirements:
- Excellent communication skills with an ability to balance, negotiate and work with a variety of internal and external stakeholders;
- An MBA (Master of Business Administration) would also be an added advantage;
- Good command of English and Filipino, both written and verbal;
- Previous experience in selling investment products or working as a relationship manager;
- Bachelor Degree in Banking, Business Studies, Finance or equivalent;
- Self-driven with strong presentation skills;
- High level of knowledge and understanding in the subject matters;
- Good analytical skills with strong strategic thinking abilities;
- SEC (Security and Exchange Commission) Certification.