Senior Relationship Manager - UFSI (Makati City)
Union Bank Of The Philippines Makati
Job Description
Company: UnionBank Financial Services and Insurance Brokerage Inc.Position: Senior Relationship Manager-UFSI (UFSI_J000057)
Office Location: Makati City
Job Summary: The Senior Relationship Manager is responsible for managing client relationship through consistent and regular engagement. Handle a portfolio and ensure that allocation and solutions are aligned to client's investment objective and risk tolerance.Accountable for individual sales target on Investment (effort based + trailers) and Insurance revenues, AUM and customer growth. Ensure adherence to sales process and contribute to overall control environment through compliance of operating bulletins/ policies.
Duties and Responsibilities:
- Engaging clients to drive portfolio actions.
- Addressing investment-related or transactional queries (CASA, credit card).
- Generating MGM/referrals for new-to-bank clients.
- Identifying and pursuing cross-sell opportunities for cards, loans, and other products.
- Attending internal and external market outlook briefings regularly.
- Conducting portfolio reviews for at least 1–2 clients daily.
- Performing compliance-related deliverables, including customer due diligence, AIR inquiries, surveillance, and LMTM callouts.
- Actively participating in Power Hour callouts and tagging campaigns in ECRM.
- Reviewing daily production and evaluating its impact on scorecards.
Required Skills: Accountability, Adaptability, Analytical, Good Communication Skills, Critical thinking, Teamwork, Willingness to learn
Preferred Qualifications but not required:
- Proficiency in Chinese
- Possession of SEC licenses (CIS and FIMS) and TOAP
Union Bank Of The PhilippinesPasig, 6 km from Makati
Job Description
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About the Role
Take your financial sales or relationship management career to the next level in a premium wealth role connected to an international banking environment.
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Union Bank Of The PhilippinesPasig, 6 km from Makati
Job Description
Company: UnionBank of the Philippines
Position: Relationship Manager-UFSI (UFSI_J000034)
Office Location: Ortigas, Pasig City
Job Summary: The Relationship Manager manages client relationships through consistent engagement...