Relationship Manager - Makati
On-site · Pasig City, Metro Manila, Philippines or Manila, Metro Manila, Philippines
Job Summary
Relationship Manager in Makati leading client partnerships within Wealth Management. Drive client profiling, investment needs assessment, and tailored wealth solutions; stay current on markets, products, and regulatory changes; deliver proactive financial planning and ongoing advice; nurture long-term client relationships; collaborate with internal teams to provide comprehensive financial solutions; engage high-net-worth clients with strong communication, integrity, and a results-oriented mindset; onsite role across multiple Manila-area locations including Makati, Quezon City, Ortigas, Binondo, Greenhills, and Alabang.
Required Qualifications
- Bachelor's degree in finance, economics, business administration, or related field
- Understanding of financial markets and wealth management principles
- Experience in relationship management focused on investments and business development
- Ability to develop innovative financial solutions and manage multiple projects
- Excellent interpersonal and communication skills
- Analytical and problem-solving abilities
- Willingness to work onsite in specified locations
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