Relationship Manager - UFSI (Cebu City)
Union Bank Of The Philippines Cebu
Job Description
Company: UnionBank of the PhilippinesPosition: Relationship Manager-UFSI (UFSI_J000034)
Office Location: Cebu City
Job Summary: 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.
Duties and Responsibilities:
- 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.
Required Skills: Accountability, Adaptability, Analytical, Good Communication Skills, Critical thinking, Teamwork, Willingness to learn
L'EVATE Inc.Cebu City
Location: Remote
Hours: Part-Time, 20 Hours Per Week
Schedule: Must be available during Toronto (EST/ET) business hours
About the Role
We are seeking a highly professional and personable Client Relationship & Appointment Coordinator to support...
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Job Description
Company: Union Bank of the Philippines
Designation: Relationship Manager-Commercial Banking
Office Location: Cebu City
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BUSINESS DEVELOPMENT / SALES MANAGER
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• Excellent English communication skills
• 5 years or more of experience in Sales
• Good computer skills
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