Relationship Manager
On-site · Quezon City, Metro Manila, Philippines or Binondo, Metro Manila, Philippines
Job Summary
Relationship Manager in Wealth Management who partners with clients to understand preferences, investment needs, and financial objectives; provides expert wealth-management advice, products, and solutions; collaborates with internal teams to deliver comprehensive financial planning and services; builds long-term client relationships through proactive guidance, market awareness, and ethical conduct; supports client inquiries, manages interactions for satisfaction, and aligns offerings with regulatory guidelines and best practices.
Required Qualifications
- Bachelor's Degree in finance, economics, business administration, or related field
- Relevant work experience in relationship management focused on investments and business development
- Experience serving high-net-worth individuals is preferred
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