Investment & Wealth Solutions Manager

UnionBank

Pasig

On-site

PHP 500,000 - 900,000

Full time

9 days ago

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

UnionBank Financial Services and Insurance Brokerage Inc. in Metro Manila is seeking an Insurance Solutions Manager to partner with Relationship Managers and Personal Bankers to identify investment opportunities and tailor wealth solutions.

You will serve as a subject matter expert, providing market insights and client advisory support to drive exceptional experiences. In this role you will monitor market trends, accompany client meetings, ensure regulatory compliance, and help the team deliver

Qualifications

Experience in investments, wealth management, banking, or financial services.
Strong knowledge of financial markets, investment products, and portfolio solutions.
Excellent communication, relationship-building, and client advisory skills.
Strong analytical and critical thinking abilities with the ability to interpret market developments.
Accountable, adaptable, collaborative, and committed to continuous learning and professional growth.

Responsibilities

Partner with Relationship Managers and Personal Bankers to identify investment and wealth management opportunities.
Assess client needs and recommend suitable investment solutions aligned with their financial goals.
Accompany Relationship Managers on client meetings and sales calls to provide expert investment advice.
Monitor market trends, analyze their impact on investment products, and share insights with the team.
Ensure compliance with regulatory requirements while enhancing customer experience and service quality.