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Relationship Manager | SEC Fixed Income Salesman Licensed

Company

Q2 HR Solutions

Location

metro manila, metro manila

Posted

July 14, 2026

Position Overview

About the Role

We are looking for an experienced Relationship Manager to build and manage long-term relationships with affluent and high-value clients. In this role, you will provide tailored financial solutions, grow client portfolios, identify new business opportunities, and deliver a high-quality banking experience while achieving assigned business and revenue targets.

The ideal candidate has strong experience in relationship management, priority banking, wealth management, retail banking, or financial sales and holds a valid SEC Fixed Income Salesman License .


Key Responsibilities

  • Manage and grow a portfolio of affluent and priority banking clients.
  • Build strong, long-term client relationships by understanding financial goals and recommending appropriate banking, investment, insurance, and lending solutions.
  • Identify and acquire new clients through...

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