Relationship Manager - UFSI
Union Bank Of The Philippines Makati
Job Description
Company: UnionBank of the PhilippinesPosition: Relationship Manager-UFSI (UFSI_J000034)
Office Location: Makati 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
Security BankMakati
About the Role
As a Relationship Manager for SBM Leasing, you will be responsible for all sales and marketing activities from lead generation/handover from the distributor to close within the target market. You will develop and implement...
Union Bank Of The PhilippinesMakati
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...
EastWest Banking CorporationSan Juan, 5 km from Makati
About the Job
Location: Greenhills
Corporate Title: Junior Officer to Senior Manager
Work Arrangement: Hybrid
Our Corporate Banking team is looking for experienced professionals to join us in Greenhills with the role of Relationship Manager...