Citi CFSI - GCG – Relationship Manager (Makati) in Philippines

  • Primary Location: Philippines,Central Luzon,Makati

  • Other Location: Asia Pacific

  • Education: Bachelor's Degree

  • Job Function: Relationship Management

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17016904

Description

  • Monitors the total wealth management portfolios of customers providing regular market updates and advice through regular engagement

  • Proactively seeks to establish and understand customers’ real needs and expectations on their portfolios for insurance and investment

  • Executes sales on insurance and investment strategies/activities effectively

  • Takes responsibility for resolving issues with customers’ on their Wealth Management Portfolios

  • Builds and develops relationships with customers

  • Provide excellent customer experience with every customer engagement and drive a high NPS

  • Proactively makes appointments and meets with clients to establish their requirements

  • Helps the customers understand which product of investment and/or insurance would best suit their needs, offering alternatives as appropriate based on their risk profile

  • Keeps up to date with new financial products such as investment, insurance and other wealth products on their features, benefits and details

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Qualifications

  • At least 5 years experiences in sales for investments and insurance

  • Knowledge of banking products and services as well as exposure to investment products and process would be an advantage

  • Proficient in Microsoft applications

  • Good communication and interpersonal skills

  • Strong team player with good relationship management skills and problem-solving skills

  • Meticulous and organized

  • Certified with necessary licenses to sell relevant financial solutions for clients

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