Weath Management Relationship Manager

🌟 We're Hiring : Wealth Management Relationship Manager! 🌟

We are seeking an experienced and client-focused Wealth Management Relationship Manager to build and maintain strong relationships with high-net-worth clients. The ideal candidate will have expertise in financial planning, investment strategies, and portfolio management to help clients achieve their wealth objectives while driving business growth.

📍 Location : Makati, Philippines

⏰ Work Mode : Work From Office

💼 Role : Wealth Management Relationship Manager

What You'll Do :

🎯 Manage and grow a portfolio of high-net-worth client relationships

📊 Develop comprehensive wealth management strategies and financial plans

💰 Provide investment advice and portfolio optimization recommendations

🤝 Conduct regular client meetings and reviews to assess financial goals

📈 Collaborate with investment teams to deliver tailored solutions

🔍 Monitor market trends and communicate opportunities to clients

What We're Looking For :

✅ 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 acquisition and retention

✅ Professional certifications (CFA, CFP) preferred

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

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