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Wealth Relationship Manager

Wealth Relationship Manager

Viventis Search Asia, Inc.Manila, Metro Manila, PH
12 days ago
Job description

🌟 We're Hiring : Wealth Relationship Manager! 🌟

We are seeking an experienced and client-focused Wealth Relationship Manager to build and maintain strong relationships with high-net-worth clients. The ideal candidate will have extensive experience in wealth management, financial advisory services, and a proven track record of delivering exceptional client service while driving business growth.

📍 Location : Manila, Philippines

⏰ Work Mode : Work From Office

💼 Role : Wealth Relationship Manager

What You'll Do :

🎯 Manage and grow relationships with high-net-worth clients

💰 Provide comprehensive wealth management and investment advisory services

📊 Analyze client portfolios and recommend strategic financial solutions

🤝 Collaborate with internal teams to deliver tailored financial products

📈 Drive revenue growth through client acquisition and retention

📋 Ensure compliance with regulatory requirements and internal policies

What We're Looking For :

✅ Minimum 5 years of experience in wealth management or private banking

✅ Strong knowledge of investment products and financial markets

✅ Excellent relationship-building and communication skills

✅ Proven track record in client portfolio management

✅ Bachelor's degree in Finance, Economics, or related field

✅ Professional certifications (CFA, CFP) preferred

Ready to make an impact? 🚀 Apply now and let's grow together!

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Relationship Manager • Manila, Metro Manila, PH