40 Sales Banking jobs in the Philippines
Relationship Manager
National Capital Region, National Capital Region
Eastwest Bank
Posted today
Job Viewed
Job Description
**Job description**: A Relationship Manager is tasked to acquire new-to-bank clients & deepen existing client relationships for the Bank's mass affluent and emerging affluent client segment. They are expected to provide high-level professional service - from understanding clients' financial needs and goals, offering bank products suitable to the client's risk appetite, conducting portfolio reviews and rebalancing activities, to providing clients with market and investment updates.
**Basic qualifications**:
- College graduate at least a Bachelor's/College degree and substantial experience in managing mass affluent and emerging affluent clients
**Location**: Metro Manila - BGC, Makati, Ortigas, Alabang, and Quezon City
Provincial - Cebu, Davao and Pampanga
**Basic qualifications**:
- College graduate at least a Bachelor's/College degree and substantial experience in managing mass affluent and emerging affluent clients
**Location**: Metro Manila - BGC, Makati, Ortigas, Alabang, and Quezon City
Provincial - Cebu, Davao and Pampanga
This advertiser has chosen not to accept applicants from your region.
0
Relationship Manager
National Capital Region, National Capital Region
Eastwest Bank
Posted today
Job Viewed
Job Description
**Job description**: A Relationship Manager is tasked to acquire new-to-bank clients & deepen existing client relationships for the Bank's mass affluent and emerging affluent client segment. They are expected to provide high-level professional service - from understanding clients' financial needs and goals, offering bank products suitable to the client's risk appetite, conducting portfolio reviews and rebalancing activities, to providing clients with market and investment updates.
**Basic qualifications**:
- College graduate at least a Bachelor's/College degree and substantial experience in managing mass affluent and emerging affluent clients
**Location**: Metro Manila - BGC, Makati, Ortigas, Alabang, and Quezon City
Provincial - Cebu, Davao and Pampanga
**Basic qualifications**:
- College graduate at least a Bachelor's/College degree and substantial experience in managing mass affluent and emerging affluent clients
**Location**: Metro Manila - BGC, Makati, Ortigas, Alabang, and Quezon City
Provincial - Cebu, Davao and Pampanga
This advertiser has chosen not to accept applicants from your region.
1
Relationship Manager
National Capital Region, National Capital Region
Eastwest Bank
Posted today
Job Viewed
Job Description
**Job description**: A Relationship Manager is tasked to acquire new-to-bank clients & deepen existing client relationships for the Bank's mass affluent and emerging affluent client segment. They are expected to provide high-level professional service - from understanding clients' financial needs and goals, offering bank products suitable to the client's risk appetite, conducting portfolio reviews and rebalancing activities, to providing clients with market and investment updates.
**Basic qualifications**:
- College graduate at least a Bachelor's/College degree and substantial experience in managing mass affluent and emerging affluent clients
**Location**: Metro Manila - BGC, Makati, Ortigas, Alabang, and Quezon City
Provincial - Cebu, Davao and Pampanga
**Basic qualifications**:
- College graduate at least a Bachelor's/College degree and substantial experience in managing mass affluent and emerging affluent clients
**Location**: Metro Manila - BGC, Makati, Ortigas, Alabang, and Quezon City
Provincial - Cebu, Davao and Pampanga
This advertiser has chosen not to accept applicants from your region.
2
Relationship Manager
National Capital Region, National Capital Region
Eastwest Bank
Posted today
Job Viewed
Job Description
**Job description**: A Relationship Manager is tasked to acquire new-to-bank clients & deepen existing client relationships for the Bank's mass affluent and emerging affluent client segment. They are expected to provide high-level professional service - from understanding clients' financial needs and goals, offering bank products suitable to the client's risk appetite, conducting portfolio reviews and rebalancing activities, to providing clients with market and investment updates.
**Basic qualifications**:
- College graduate at least a Bachelor's/College degree and substantial experience in managing mass affluent and emerging affluent clients
**Location**: Metro Manila - BGC, Makati, Ortigas, Alabang, and Quezon City
Provincial - Cebu, Davao and Pampanga
**Basic qualifications**:
- College graduate at least a Bachelor's/College degree and substantial experience in managing mass affluent and emerging affluent clients
**Location**: Metro Manila - BGC, Makati, Ortigas, Alabang, and Quezon City
Provincial - Cebu, Davao and Pampanga
This advertiser has chosen not to accept applicants from your region.
3
Relationship Manager (Bank)
San Fernando, Pampanga
Circa Logica Group
Posted 26 days ago
Job Viewed
Job Description
Job Responsibilities:
- Generate and evaluate loan applications aligned with the bank’s lending goals. br>- Manage loan approval processes, documentation, and timely disbursements.
- Monitor loan accounts, identify risks early, and implement solutions to maintain portfolio quality.
Qualifications:
- 3+ years of banking and sales experience, preferably as a Relationship Manager with an existing loan portfolio.
- Strong loan marketing, negotiation, credit analysis, and risk assessment skills.
- Willingness to work onsite in San Fernando, Pampanga (Mon–Fri, day shift); rural banking experience is a plus.
- Generate and evaluate loan applications aligned with the bank’s lending goals. br>- Manage loan approval processes, documentation, and timely disbursements.
- Monitor loan accounts, identify risks early, and implement solutions to maintain portfolio quality.
Qualifications:
- 3+ years of banking and sales experience, preferably as a Relationship Manager with an existing loan portfolio.
- Strong loan marketing, negotiation, credit analysis, and risk assessment skills.
- Willingness to work onsite in San Fernando, Pampanga (Mon–Fri, day shift); rural banking experience is a plus.
This advertiser has chosen not to accept applicants from your region.
4
Sales Executive (Bancassurance/Banking/Finance)
Makati, National Capital Region
HRTX
Posted 15 days ago
Job Viewed
Job Description
Full Onsite | Monday to Friday | 8am to 5pm
We are looking for dynamic and goal-oriented individuals to join our team as Bancassurance Sales Executive . This is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.
Qualifications:
- Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
- At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
- Excellent communication, interpersonal, and customer service skills.
- Results-oriented and motivated by a passion for helping people with their financial well-being.
- Willing to be deployed to an assigned bank branch location.
- Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).
Key Responsibilities:
- Develop strong working relationships with bank personnel to drive client referrals and generate leads.
- Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
- Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
- Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
- Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
- Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
- Achieve or surpass monthly sales goals and performance metrics.
- Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.
Competitive Benefits:
- Commissions
- HMO with 2 dependents.
- Life insurance and retirement plan upon regularization.
- Leave credits you can convert to cash + special birthday leave.
- Up to 14th-month pay, attendance bonus, and sales raffle rewards.
- Annual salary increase and performance bonuses.
- Laundry allowance, rice subsidy, and a Christmas gift.
- Emergency and bereavement leaves when needed.
This advertiser has chosen not to accept applicants from your region.
5
Analyst/Administrator, Relationship Manager (Japanese Corporates)
MUFG
Posted 10 days ago
Job Viewed
Job Description
**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**Qualifications:**
+ Candidate must obtain at least a Bachelor's Degree, desirably a business-related course.
+ With at least 5 years of relevant banking experience.
+ With excellent communication (oral and written) skills.
+ With effective negotiation and marketing skills, with ability to conduct financial analysis.
**Duties and Responsibilities:**
+ Responsible for efficient account management and development of business with existing and new clients.
+ Responsible for negotiation of rates and fees; ensuring required margins are applied to relevant transactions.
+ Negotiates with clients the terms and conditions of credit accommodations.
+ Evaluates financial requirements and financial capacity of customers and proposes appropriate financial solutions and packages to meet these requirements.
+ Conducts business promotion of various banking products and services by customer visit to achieve target.
+ Conducts effective and accuate know your customer process in accordance with bank's policies and procedures.
+ Work in partnership with operations group and other support departments to ensure timely and smooth delivery of service to the customers.
+ Work in partnership with products related departments for promotion-related activities.
**_We regret to inform that only shortlisted candidates will be notified._**
Mitsubishi UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**Qualifications:**
+ Candidate must obtain at least a Bachelor's Degree, desirably a business-related course.
+ With at least 5 years of relevant banking experience.
+ With excellent communication (oral and written) skills.
+ With effective negotiation and marketing skills, with ability to conduct financial analysis.
**Duties and Responsibilities:**
+ Responsible for efficient account management and development of business with existing and new clients.
+ Responsible for negotiation of rates and fees; ensuring required margins are applied to relevant transactions.
+ Negotiates with clients the terms and conditions of credit accommodations.
+ Evaluates financial requirements and financial capacity of customers and proposes appropriate financial solutions and packages to meet these requirements.
+ Conducts business promotion of various banking products and services by customer visit to achieve target.
+ Conducts effective and accuate know your customer process in accordance with bank's policies and procedures.
+ Work in partnership with operations group and other support departments to ensure timely and smooth delivery of service to the customers.
+ Work in partnership with products related departments for promotion-related activities.
**_We regret to inform that only shortlisted candidates will be notified._**
Mitsubishi UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
This advertiser has chosen not to accept applicants from your region.
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6
Associate, Transaction Banking Sales (FI and Local Corporates)
MUFG
Posted 12 days ago
Job Viewed
Job Description
**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**Qualifications:**
+ Candidate must possess at least a Bachelor's Degree in Business, Management Finance or related disciplines.
+ With at least 5 years of banking experience, preferably front-line but not a requisite.
+ With experience in TB (Cash and Trade/Supply Chain Financing) sales, product development and/or operations is an advantage.
**Duties and Responsibilities:**
+ Generation of Transaction Banking float- and fee-based profit and balances in coordination with key coverage segment(s) assigned, while building and fostering long-term relationships with corporate customers.
+ Collaborate with assigned coverage team(s) and the regional office in the Account Planning process.
+ Identify short- and long-term opportunities to capture customer business/wallet and to further embed customers with the Bank.
+ Lead TB Profit and Balance Generation (trade and deposit) by following the full Sales & Service Process.
+ Measure and manage the customers' wallet and translate to piepeline, mandates and actual implementation.
+ Identify and understand customer profile, history, business practices/flows, challenges/pain points and wallet to identify entry, acquisition and deepening opportunities.
**_We regret to inform that only shortlisted candidates will be notified._**
Mitsubishi UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**Qualifications:**
+ Candidate must possess at least a Bachelor's Degree in Business, Management Finance or related disciplines.
+ With at least 5 years of banking experience, preferably front-line but not a requisite.
+ With experience in TB (Cash and Trade/Supply Chain Financing) sales, product development and/or operations is an advantage.
**Duties and Responsibilities:**
+ Generation of Transaction Banking float- and fee-based profit and balances in coordination with key coverage segment(s) assigned, while building and fostering long-term relationships with corporate customers.
+ Collaborate with assigned coverage team(s) and the regional office in the Account Planning process.
+ Identify short- and long-term opportunities to capture customer business/wallet and to further embed customers with the Bank.
+ Lead TB Profit and Balance Generation (trade and deposit) by following the full Sales & Service Process.
+ Measure and manage the customers' wallet and translate to piepeline, mandates and actual implementation.
+ Identify and understand customer profile, history, business practices/flows, challenges/pain points and wallet to identify entry, acquisition and deepening opportunities.
**_We regret to inform that only shortlisted candidates will be notified._**
Mitsubishi UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
This advertiser has chosen not to accept applicants from your region.
7