Relationship Manager - Institutional Sales page is loaded Relationship Manager - Institutional Sales Apply locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted 2 Days Ago job requisition id JR******** You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description: Job description (heading) / Description du poste (titre) Primarily responsible for acquiring new business from corporate as well as qualified individual clients; client retention and growth for SLIMTC.
The person is responsible for growing the trust and investment management business direct from the market and company-sponsored initiatives.
Preferred skills (heading) / Compétences particulières (titre )
Very good group presentation skills, with excellent written and verbal communication skills Ability to provide innovations or customized solutions Very good inter-personal skills - customer orientation, patience, good listening skills and empathy Very much driven, self-motivated, self-confident Very good selling skills – "hunter" mentality; results-oriented Very good negotiation skills Ability to resolve conflicts Resilience for rejection Gives attention to details Qualifications (heading) / Compétences (titre) College graduate, preferably Sales and Marketing, Accounting or business-related course At least 5 years of sales/account management related job, preferably from financial institutions Evident track record of business growth based on the size of portfolio/accounts generated and handled. Must be willing to undertake the necessary trust course and other license requirement for proper job execution. Willing to travel around the Philippines and on flexible schedules Responsibilities (heading) / Responsabilités (titre) Direct to market prospecting and closing of trust and investment accounts from corporate and qualified individual clients Performs account management functions in tandem with Investment Solutions partner in order to deliver a differentiated client experience by developing investment related technical skills; client profiling skills as well as familiarization with relevant BSP regulations on Trust and Investment Management activities Conceptualize and participate in marketing related activities that will result in SLIMTC awareness in the market and lead generation that will translate to growing the AUM and client base of Sun Life Investment Management. Job Category:
Channel Management Posting End Date:
30/12/2024 Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There's power in numbers. As part of Sun Life's growing team, you have an impact on people in your community and around the world.
Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.
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