Relationship Manager - UFSI (Ortigas, Pasig City)
Union Bank Of The Philippines Pasig
Job Description
Company: UnionBank of the PhilippinesPosition: Relationship Manager-UFSI (UFSI_J000034)
Office Location: Ortigas, Pasig 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
Union Bank Of The PhilippinesPasig
Job Description
Job Description:
The Senior Relationship Manager - Corporate Banking focuses on developing strategies to drive loan and deposit growth, managing relationships with top corporations, and overseeing account servicing and compliance...
Q2 Hr Solutions Inc.Quezon City, 10 km from Pasig
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.
We are looking for a Wealth Relationship Manager who will manage and grow...
Union Bank Of The PhilippinesMakati, 6 km from Pasig
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...