Relationship Manager (Wealth Management)

Job title: Relationship Manager (Wealth Management)

Company:


Job description: ???? We’re Hiring: Relationship Manager (Wealth Management)! ???? We are seeking an experienced and client-focused Relationship Manager to join our Wealth Management team. The ideal candidate will possess a strong background in financial services, with the ability to build and maintain long-term relationships with high-net-worth clients, providing tailored investment solutions and exceptional service. ???? Location: Multiple locations within and outside Metro Manila Work Mode: Work From Office ???? Role: Relationship Manager (Wealth Management) What You’ll Do ???? Develop and manage client relationships to understand their financial goals. ???? Provide personalized investment advice and portfolio management strategies. ???? Collaborate with internal teams to deliver comprehensive wealth management solutions. ???? Monitor market trends and adjust strategies as necessary to maximize returns. ???? Prepare and present detailed reports on portfolio performance to clients. ???? Conduct regular meetings with clients to review their financial plans and progress. What We’re Looking For Minimum of 5 years experience in wealth management or related field. Strong understanding of investment products, markets, and financial regulations. Excellent interpersonal skills with a customer-centric approach. Proven ability to work independently as well as part of a team. Strong analytical skills with attention to detail. Ready to elevate your career ???? Apply now and let’s achieve success together!

Expected salary:

Location: Philippines

Job date: Fri, 28 Mar 2025 23:16:02 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (jobsnear.pro) you saw this job posting.Thanks&Good Luck