Elite Wealth Relationship Manager (Private Banking)

Security Bank Corp; Philippines; On-site; PHP 1,562,000 - 2,232,000; Full time

Job summary

Security Bank Corp is seeking a Wealth Manager to lead the Wealth Management Group and build a portfolio of high net-worth clients with personalized advisory services.

You will develop sales plans, nurture long-term client relationships, stay informed on market developments, and ensure product suitability through strategic investment discussions and periodic reviews.

The role requires dealing with fixed income and equities, strong planning and presentation skills, and an established client base.

Qualifications

• Minimum 5 years in Private Banking, Treasury Sales, Wealth Management Acquisition or related field.
• Solid understanding of fixed income and equities; basic knowledge of investments and portfolio management.
• Strong strategic, planning, and presentation skills.
• Strong client base or portfolio preferred; SEC or TCP holders have advantage.

Responsibilities

• Prepare and execute a robust sales plan to build a pipeline for successful sales conversion.
• Build long-term client relationships by providing financial products and services tailored to clients’ wealth planning and long-term investment needs
• Keep abreast of economic and financial market developments and their impact on various investments to enable clients to make informed investment decisions.
• Achieve satisfactory customer service through in-depth knowledge of products and processes.
• Formulates an investment portfolio and discusses this with clients according to their investment and risk tolerance to ensure product suitability.
• Performs periodic client reviews to re-assess the client’s risk profiles, investment needs, etc.

Skills

Private Banking

Investments knowledge

Portfolio management

Relationship management

Strategic planning

Presentation skills

Job description

Security Bank Corp is seeking a Wealth Manager to lead the Wealth Management Group and build a portfolio of high net-worth clients with personalized advisory services.

You will develop sales plans, nurture long-term client relationships, stay informed on market developments, and ensure product suitability through strategic investment discussions and periodic reviews.

The role requires dealing with fixed income and equities, strong planning and presentation skills, and an established client base.