JOB DETAILS

PRIVATE WEALTH RELATIONSHIP MANAGER, PRIVATE WEALTH METRO MANILA 2 DEPARTMENT

CompanyMetrobank
LocationManila
Work ModeOn Site
PostedDecember 7, 2025
About The Company
Be part of a leading financial institution Metrobank is the country’s premiere universal bank with the largest consolidated network of over 870 branches and over 1,900 automated teller machines nationwide, and 33 foreign branches, subsidiaries and representative offices. A recognized leader in the country’s banking industry, Metrobank has become the trusted banking partner, staying true to its promise of keeping you in good hands.   Experience a fruitful and rewarding career The driving force of Metrobank’s success is its people who are committed to product quality and service excellence; practice strong work ethics and good governance. We uphold a culture anchored on our core values of customer delight, teamwork, passion for results and integrity. In Metrobank, hardwork is well-rewarded with a long term career and a competitive rewards system.   Learn from trusted professionals Metrobank is an excellent training ground for individuals who aim to learn and gain exposure to the different facets of banking and finance. The learning opportunities are immense as you work with top-notch experts of the banking industry - a driven team of individuals who put value on excellence and passion for service. Metrobank is regulated by the Bangko Sentral ng Pilipinas (https://www.bsp.gov.ph/)
About the Role

Job Summary:

 

The Relationship Manager is the main touchpoint between the bank and the HNWI segment. The RM is accountable for his customer base’s risk appetite and investment profiles, and serves as the primary delivery channel of the bank’s brand of customer service. The RM contributes to the bank’s business growth by meeting financial targets from these relationship accounts.

 

Specific Duties and Responsibilities:

  • Coordinates with appropriate parties from the Retail Banking Sector, Institutional Banking Sector, Market Sales Group, Consumer Lending Group for new-to-Private Wealth referrals, and to secure the pre-requisites of PW-referred accounts
  • Works with the PW Support team for the completion of client onboarding requirements
  • Constructs, validates, updates the account’s profile to determine the client’s banking and investment needs and risk appetite, and recommends appropriate financial solutions accordingly.
  • Conducts regular portfolio reviews as part of the assessment process.
  • Recommends to the Department Head potential markets, client referral resources, and opportunities for an initial dialogue with prospective new-to-bank customers.
  • Ensures existing clients and candidates for on-boarding are introduced to the department head
  • Attends to customers’ queries consistent with the bank’s customer experience promise, and anticipates and creates other opportunities that will lead to enhanced business relationships
  • Performs other functions that may be required from time to time

 

Key Result Areas:

  • Profitability
  • Assets Under Management (AUM) Growth
  • Wallet Share Growth
  • Customer Satisfaction
  • Customer Acquisition
  • Acceptable Risk and Audit Ratings
  • AML compliance

 

Qualifications:

  • Graduate of a Business/finance degree or other related studies, MBA is an advantage;
  • At least 3 years of sales experience in the banking or financial services industry
  • Strong analytical skills
  • Good communication skills and confident in talking to senior clients and internal partners

 

Location: Ortigas 

Key Skills
Analytical SkillsCommunication SkillsCustomer ServiceSales ExperienceRisk AssessmentPortfolio ManagementClient OnboardingFinancial SolutionsRelationship ManagementMarket AnalysisCustomer SatisfactionAML Compliance
Job Information
📋Core Responsibilities
The Relationship Manager serves as the primary touchpoint between the bank and high-net-worth individuals (HNWI), managing customer relationships and ensuring their banking and investment needs are met. They are responsible for meeting financial targets and contributing to the bank's business growth.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
11545
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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