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Open nowFirst seen 5 days ago

Premier Relationship Manager

Q2 HR Solutions - Group of Companies328 open roles

Where
Metro Manila, Philippines
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Your applicationOpen nowPremier Relationship ManagerQ2 HR Solutions - Group of Companies · Metro Manila, Philippines

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Q2 HR Solutions - Group of Companies's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: first seen 5 days ago

The posting

Role Overview

As a Premier Relationship Manager, you will be responsible for managing a portfolio of high-value clients, delivering exceptional financial planning services, and driving business growth through acquisition, cross-selling, and retention. This client-facing role requires professionalism, in-depth financial expertise, and a strong commitment to delivering service excellence.

Key Responsibilities

  • Serve as a trusted advisor to Premier clients, understanding their financial needs and recommending suitable products and services.
  • Acquire new clients and upgrade existing ones through strategic relationship management.
  • Conduct regular portfolio reviews to identify cross-selling opportunities and deepen client engagement.
  • Refer non-qualified business to appropriate internal partners in line with proposition protocols.
  • Identify opportunities for wealth reviews and collaborate with wealth advisers to deliver tailored solutions.
  • Ensure operational integrity and compliance with the bank's Target Operating Model (TOM) to maintain operational excellence.
  • Collaborate with the branch and direct teams to meet business performance targets.
  • Deliver consistent, personalized service and contribute to process and service improvements.
  • Maintain up-to-date knowledge of financial products and services across the Group.
  • Support the implementation of the Premier and Wealth Management Strategy within the branch.

Qualifications & Requirements

  • Minimum of 3 years experience in financial services or retail sales, with a proven track record in insurance and investment product sales.
  • Strong technical expertise in wealth management and relationship management with high-net-worth clients.
  • Excellent communication and influencing skills, with fluency in English and local languages.
  • Demonstrated ability in sales, networking, and portfolio management.
  • In-depth understanding of financial services products, client relationship systems, and business banking segments.
  • Valid local regulatory licenses and accreditations in wealth management as required.
  • Strong awareness of compliance, credit, risk, and internal control to maintain a balanced risk environment.
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  1. A CV for this posting

    Written against Q2 HR Solutions - Group of Companies's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

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    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Q2 HR Solutions - Group of Companies's form

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