Relationship Manager
On-site · Makati City, Metro Manila, Philippines or Quezon City, Metro Manila, Philippines
Job Summary
Relationship Manager in Wealth Management focused on building long-term client relationships, assessing client financial objectives, recommending suitable investment products and solutions, and providing ongoing financial guidance. The role requires staying updated on market trends, collaborating with internal teams to offer comprehensive financial solutions, and servicing high-net-worth clients in the Philippines, with onsite work at multiple Manila-area locations.
Required Qualifications
- Bachelor's Degree holder or graduate of a four-year or five-year course (A degree in finance, economics, business administration, or a related field in mathematics)
- Understanding of financial markets, investment products, and wealth management principles
- Relevant work experience in relationship management focused on investments and business development. Experience in serving high-net-worth individuals and understanding their unique wealth management needs, is preferred.
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