RELATIONSHIP MANAGER INSTITUTIONAL SALES

• Primarily responsible for acquiring new business from corporate as well as qualified individual clients; client retention and growth for SLIMTC.

• The person is responsible for growing the trust and investment management business direct from the market and company-sponsored initiatives.

Preferred skills

• Very good group presentation skills, with excellent written and verbal communication skills

• Ability to provide innovations or customized solutions

• Very good inter-personal skills - customer orientation, patience, good listening skills and empathy

• Very much driven, self-motivated, self-confident

• Very good selling skills hunter mentality; results-oriented

• Very good negotiation skills

• Ability to resolve conflicts

• Resilience for rejection

• Gives attention to details

Qualifications

• College graduate, preferably Sales and Marketing, Accounting or business-related course

• At least 5 years of sales/account management related job, preferably from financial institutions

• Evident track record of business growth based on the size of portfolio/accounts generated and handled.

• Must be willing to undertake the necessary trust course and other license requirement for proper job execution.

• Willing to travel around the Philippines and on flexible schedules

Responsibilities

• Direct to market prospecting and closing of trust and investment accounts from corporate and qualified individual clients

• Performs account management functions in tandem with Investment Solutions partner in order to deliver a differentiated client experience by developing investment related technical skills; client profiling skills as well as familiarization with relevant BSP regulations on Trust and Investment Management activities

• Conceptualize and participate in marketing related activities that will result in SLIMTC awareness in the market and lead generation that will translate to growing the AUM