Job ID: 2026-14185 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 including training modules and client presentation is at all times correct and appropriate Maintain good level of knowledge of the Bank’s systems and regulatory environment Partnership Management Building and maintaining strong, long-lasting JV relationship with bank partners by attending morning huddles and conducting monthly meetings to drive agreed strategies and review current performance. Provide professional customer service to achieve high level of partner/customer satisfaction and retention by monitoring partner/customer feedback to ensure constant enhancement of service levels and efficiency To drive collaborated actions for MBTC and AXA that will yield to a win-win result for both parties. Ensure compliance with Bank’s policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures. Minimum Qualifications Graduate of Bachelor Degree / with Master’s Degree At least 5-7 years work experience with a proven track record in investment sales Preferably with experience in private wealth, private banking, or investment portfolio management of high net-worth clients of financial institutions. Relevant banking experience Portfolio Management & Risk Management Licensed in SEC Fixed Income/SEC Equity/CIS/TCP is an advantage Knowledge of Microsoft Office Suite (i.e. power point/excel) An ability to understand and analyze sales performance metrics and current investment trends. Solid customer service attitude with excellent negotiation skills Strong communication and team management skills Analytical skills with a problem-solving attitude & strong influential skills Availability to travel as needed Interacts, Collaborates and works well with teams

Relationship Manager (Wealth and Investment)