Lead Wealth Professional
On-siteQuezon City, Metro Manila, Philippines or Binondo, Metro Manila, Philippines
Quezon City, Metro Manila, Philippines or Binondo, Metro Manila, PhilippinesOn-siteFull TimeSenior LevelBachelors DegreeEnterprise
Full TimeSenior LevelBachelors DegreeEnterprise
Job Summary
Lead Wealth Professional will partner with clients to provide expert wealth management guidance, profile client needs, recommend investment solutions, stay current on markets and regulations, deliver proactive financial planning, and collaborate with internal teams to build long-term client relationships with high-net-worth individuals; the role emphasizes service excellence, integrity, regulatory adherence, and the ability to communicate clearly while managing multiple client engagements and initiatives.
Required Qualifications
- Bachelor's Degree in finance, economics, business administration, or related field (mathematics)
- Understanding of financial markets, investment products, and wealth management principles
- Relevant work experience in relationship management focused on investments and business development
- Experience serving high-net-worth individuals
- 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 quick decision-making and results orientation
- Willingness to work onsite at specified locations in Metro Manila (Quezon City, Greenhills, Ortigas, Binondo, Makati, Alabang)
Additional Requirements
- None specified
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