Investment & Wealth Solutions Strategist

UnionBank; Pasig; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

UnionBank Financial Services and Insurance Brokerage Inc. in Metro Manila is seeking an Insurance Solutions Manager who collaborates with Relationship Managers and Personal Bankers to identify opportunities, assess client needs, and recommend investment and wealth solutions.

You will serve as a subject matter expert, provide market insights and advisory support, accompany client meetings, monitor trends, and help drive exceptional customer experiences while ensuring regulatory compliance.

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.

Job description

UnionBank Financial Services and Insurance Brokerage Inc. in Metro Manila is seeking an Insurance Solutions Manager who collaborates with Relationship Managers and Personal Bankers to identify opportunities, assess client needs, and recommend investment and wealth solutions.

You will serve as a subject matter expert, provide market insights and advisory support, accompany client meetings, monitor trends, and help drive exceptional customer experiences while ensuring regulatory compliance.