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⏰ Full-time

Relationship Officer (Wealth Management)

Chinabank PH
Location 📍 Pampanga, Philippines
Posted 📅 June 07, 2026
Work Type ⏰ Full-time

Position Overview

Responsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers; acquire new relationships through direct prospecting and by developing a network of internal and external referral sources; cultivate, expand and strengthen existing relationships through in-depth profiling and thorough financial needs assessment as well as understanding the customer's unique requirements and staying abreast of the customer's needs: devise customized financial strategies and alternatives and display creativity in formulating integrated solutions by acquiring a broad knowledge of investments, banking, trust, wealth transfer and financial planning; engage the Bank's resources to deliver a complete wealth management solution and fulfill the customer's immediate and future financial needs; act as the Bank's conduit by referring opportunities to other lines of business, at the same time generate growth in the customer's b...

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Job Details

Employment Type
Full-time
📊
Category
business-and-financial-operations
🏠
Work Arrangement
On-site
📍
Location
Pampanga, Philippines