HNW Wealth Support Specialist

RCBC; Cebu City; On-site; PHP 360,000 - 600,000; Full time

Job summary

RCBC in Cebu City invites a Wealth Management support professional to assist Relationship Managers in servicing high-net-worth clients. You will handle documentation, investment processing, and account openings with precision.

You will coordinate client activities with RM, maintain strong client relationships, and deliver professional service across banking transactions and documentation in a compliant setup.

Qualifications

• Experience supporting wealth management clients or onboarding high-net-worth clients.
• Familiarity with KYC/AML compliance processes and documentation requirements.
• Ability to coordinate with Relationship Managers and ensure accurate reporting.

Responsibilities

• Assist Relationship Managers in servicing high-net-worth clients in Cebu City.
• Manage documentation, investments, and account openings with accuracy.
• Ensure KYC/AML compliance and timely reporting across banking transactions.

Skills

Client servicing

KYC/AML compliance

Documentation management

Relationship coordination

Reporting

Job description

RCBC in Cebu City invites a Wealth Management support professional to assist Relationship Managers in servicing high-net-worth clients. You will handle documentation, investment processing, and account openings with precision.

You will coordinate client activities with RM, maintain strong client relationships, and deliver professional service across banking transactions and documentation in a compliant setup.