Epicareer Might not Working Properly
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Please Turn on your JavaScript

Epicareer might not working properly because your browser javascript is turned off.

What is JavaScript?

JavaScript is like the magic behind making websites interactive. Basically, it makes Epicareer more enjoyable and engaging.
How do i turn this on?
Find tutorial for your browser below :
  1. Make sure the webpage is open.
  2. In the Safari app on your Mac, choose Safari > Preferences, then click Security.
  3. Make sure the Enable JavaScript checkbox is selected.
  4. Click Websites.
  5. On the left, click Content Blockers.
  6. Make sure Off is chosen in the pop-up menu next to the website.
  7. On the left, click Pop-up Windows.
  8. Make sure Allow is chosen in the pop-up menu next to the website.
Visit Site here
  1. Open Chrome on your computer.
  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
  6. Select Sites can use Javascript.
Visit Site here
  1. If you're running Windows OS, in the Firefox window, click Tools > Options.
  2. Tip: If you're running Mac OS, click the Firefox drop-down list > Preferences.
  3. On the Content tab, click the Enable JavaScript check box.
Visit Site here
  1. Click the "Settings and more" icon at the top right of the Edge browser window.
  2. Click Settings.
  3. From the Settings menu, click Cookies and site permissions.
  4. Scroll down and click on JavaScript.
  5. In the JavaScript window, toggle the slider to "on" or "allowed."
  6. Close the Settings tab.
  7. Refresh the page.
Visit Site here
  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
  3. Under Privacy and security, click Site settings.
  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
Visit Site here
Any Question? Contact us
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Jobs or company...

Relationship Manager

  • Full Time, onsite
  • UnionBank Financial Services and Insurance Brokerage Inc. (UFSI)
  • Metro Manila, Philippines
Salary undisclosed
Checking job availability...
Original
Simplified

Job Description

  • Daily activities include client engagement to drive portfolio action; address investment related or transactional queries ( Casa / credit card)
  • MGM/ referrals on new to bank; cross sell opportunities to cards/ loans / other products.
  • Regularly attend market outlook briefings - internal /external
  • Portfolio review to at least 1-2 clients.
  • Perform compliance-related deliverables- Customer due diligence, AIR inquiries ; Surveillance; LMTM Callouts. Actively participate in the Power Hour callouts - tag campaigns in ECRM. Review daily production and its impact of their Scorecards.

Qualifications

  • Skills

Communication Skills, Interpersonal Skills, Integrity

Analytical skills - ability to understand fundamentals of the market and apply it on portfolio actions on a per client level.

Aptitude to pass both internal and external certifications

  • KPI

Effort based Investment Revenues

Trailers

Insurance Revenues

AUM growth/NNM

New To Bank

  • Tools

Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Teams, Microsoft Word, Zoom

  • Education

Bachelor's and University Degree in Finance, Business, Economics, MBA, Management, Marketing, Graduate, Business/Administration, Engineering, Education

Job Description

  • Daily activities include client engagement to drive portfolio action; address investment related or transactional queries ( Casa / credit card)
  • MGM/ referrals on new to bank; cross sell opportunities to cards/ loans / other products.
  • Regularly attend market outlook briefings - internal /external
  • Portfolio review to at least 1-2 clients.
  • Perform compliance-related deliverables- Customer due diligence, AIR inquiries ; Surveillance; LMTM Callouts. Actively participate in the Power Hour callouts - tag campaigns in ECRM. Review daily production and its impact of their Scorecards.

Qualifications

  • Skills

Communication Skills, Interpersonal Skills, Integrity

Analytical skills - ability to understand fundamentals of the market and apply it on portfolio actions on a per client level.

Aptitude to pass both internal and external certifications

  • KPI

Effort based Investment Revenues

Trailers

Insurance Revenues

AUM growth/NNM

New To Bank

  • Tools

Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Teams, Microsoft Word, Zoom

  • Education

Bachelor's and University Degree in Finance, Business, Economics, MBA, Management, Marketing, Graduate, Business/Administration, Engineering, Education