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Relationship Manager – Grow AUM & Deliver Investment Solutions

Company

UnionBank Financial Services and Insurance Brokerage Inc. (UFSI)

Location

makati, Philippines

Type

Full-time

A financial services company is seeking a Relationship Manager to manage client relationships and ensure investment portfolio alignment with client objectives. Responsibilities include engaging clients proactively, addressing queries, generating new client referrals, and adhering to compliance standards. The ideal candidate possesses strong communication skills, accountability, and analytical thinking. This role provides opportunities for professional growth and contribution to organizational success.
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