Lead Wealth Professional
On-site · Cebu City, Central Visayas, Philippines or Makati City, Metro Manila, Philippines
Job Summary
Lead Wealth Professional with relationship-management responsibilities in wealth management: profile client needs, recommend investment solutions, stay updated on markets, manage client relationships, collaborate with internal teams to deliver comprehensive financial solutions, and support growth of high-net-worth portfolios. Requires a bachelor’s degree in finance/economics/business administration or related field, experience in investments and business development, strong communication and interpersonal skills, and willingness to work onsite in listed Philippine locations.
Required Qualifications
- Bachelor's Degree holder in finance, economics, business administration, or related field
- Understanding of financial markets, investment products, and wealth management principles
- Experience in relationship management focused on investments and business development; serving high-net-worth individuals preferred
- Ability to develop innovative financial solutions and manage multiple projects
- Excellent interpersonal skills and ability to build trust and rapport with clients
- Strong analytical and problem-solving abilities with a results-oriented mindset
- Willingness to work onsite in Quezon City, Greenhills, Ortigas, Binondo, Makati or Alabang (Philippines)
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