Business Relationship Manager - Wealth

AXA Group • philippines, philippines, philippines, philippines, Philippines • Posted June 16, 2026

Location philippines, philippines, philippines, philippines

Job Type FULL_TIME

Category Operations Specialties Managers

Posted June 16, 2026

  BUSINESS RELATIONSHIP MANAGER
 Job Purpose:
 • Assist partners in generating new business to achieve defined SP targets in single pay
 AUM, fee income, and activation
 • Build and deepen relationships with partners to drive business
 • Help Identify clients’ financial goals and expectations and assist partners in selecting
 appropriate investment opportunities
 • Create and implement sales strategies / activities
 Sales Management
 • Meet annual goals / budgets in assigned area/desk (portfolio)
 • Develop existing and new client relationships
 • Market a full range of Wealth Management products and services in a diversified manner
 to existing and new clients
 • Maintain communications with bank partners & clients to assess their needs and risk
 profile, advise on appropriate investment mix
 • Manage and monitor current portfolio to identify cross selling and upselling opportunities
 • Ensure product documentation inc...
            

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