Niccho Nuñez
Senior Relationship Manager - Private Wealth
Cagayan de Oro
Summary
Results-driven Wealth Manager with solid background in fixed income securities, equities markets, and UITFs and mutual funds instruments. Dynamic and proactive capital markets professional managing portfolios of the HNWs and institutional customer base of the bank. Strategic leader keen on evaluating current market trends, and competitive conditions using extensive research and analysis to ensure optimal brand position, and product relevance solution.
Overview
2025
2025
years of professional experience
25
25
years of post-secondary education
5
5
Certifications
Work History
Senior Relationship Manager - Private Wealth
Philippine National Bank
09.2023 - Current
- Managed a diverse portfolio of high-net-worth and corporate clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
- Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
- Provided timely updates on significant market events or economic news that could impact clients'' portfolios or financial strategies.
- Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
Relationship Manager - Prime Wealth Management
BDO Unibank
1 2022 - 09.2023
- Managed and deepened customer relationships as a single point of contact for investment needs
- Ensured delivery of timely and efficient service in relation to the management of assigned investment, equities, fixed income securities, and the generation of additional volume from existing accounts across sales channels
- Engaged with customers on a day-to-day basis as well as liaise with branches and other business units on customer referrals
- Implemented business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts
- Kept abreast of economic and financial market developments and their impact on various investments to enable clients to make informed investment decisions
- Achieved satisfactory customer service through in-depth knowledge of products and processes
- Formulated investment portfolio and discusses with clients according to investment and risk tolerance to ensure product suitability
- Performed periodic client portfolio reviews to re-assess client's risk profile, investment needs, among others
Branch Head
Bank of the Philippine Islands
12.2017 - 12.2021
- Overseen the overall management of the branch, and spearheaded the branch's marketing efforts for the achievement of the branch sales and operational targets
- Personally marketed new accounts and designed ways to achieve business plan targets, and cross-sold the bank's varied products and services
- Extensively interacted with branch customers in line with servicing their financial requirements, and closely liaising with colleagues from other lines of business segments, products and services to determine suitability
- Effectively grown and managed portfolio of Personal Banking and Preferred Banking clients
- Efficiently managed the branch to ensure adherence to approved policies and procedural guidelines in compliance to the Bank's internal control standards and regulatory requirements
- Ensured proper delivery of banking transactions and services to customers in assigned jurisdiction
- Ensured consistent wow customer experience and promoted employee engagement
Field Sales Officer
Bank of the Philippine Islands
07.2014 - 11.2017
- Acted as secondary business strategist to the Area Business Director to promote the achievement of the bank's goals
- Supported the overall area/division objectives, coordinated and implemented marketing and cross-selling strategies across all banking products
- Managed and grown business volume with focus on acquisition of accounts
- Followed through prospects, referrals and identify new targets or potential customers
- Conducted caravan activities off-site (schools & corporate offices), and financial wellness talks for cross-selling and account solicitations
Management Trainee
Bank of the Philippine Islands
12.2013 - 06.2014
- The BPI Sales Officership Training Program (SOTP) provided a comprehensive training of the bank's product and services through an intensive classroom phase and a sales immersion program
- The program is designed to develop a robust talent of BPI Officers as future Sales and Relationship Managers of the Bank
Education
MBA -
Xavier University - Ateneo De Cagayan
Cagayan De Oro 04.2001 - 01.2017
Bachelor of Science - Chemistry
Xavier University - Ateneo De Cagayan
Cagayan De Oro 04.2001 - 01.2011
Skills
Communication
Financial planning
Finance software skills
Analytical skills
Portfolio management
Sales management
Market research
Client relationship management
Certification
Fixed Income Market Salesman, Securities and Exchange Commission
Timeline
Senior Relationship Manager - Private Wealth
Philippine National Bank
09.2023 - Current
Branch Head
Bank of the Philippine Islands
12.2017 - 12.2021
Field Sales Officer
Bank of the Philippine Islands
07.2014 - 11.2017
Management Trainee
Bank of the Philippine Islands
12.2013 - 06.2014
MBA -
Xavier University - Ateneo De Cagayan
04.2001 - 01.2017
Bachelor of Science - Chemistry
Xavier University - Ateneo De Cagayan
04.2001 - 01.2011
Relationship Manager - Prime Wealth Management
BDO Unibank
1 2022 - 09.2023
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