Private Bank - Relationship Manager (Wealth Management)

Hammerjack Pty Ltd; Philippines; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

Hammerjack Pty Ltd is seeking experienced Relationship Managers to partner with clients and help them achieve financial goals with expert wealth management guidance. You will profile clients, understand markets, and recommend suitable investment solutions while maintaining long‑term relationships.

The role emphasizes client service, partnership development, and ethical conduct within a fast‑paced wealth management environment, onsite in the Philippines locations including Quezon City and Makati.

Qualifications

• Profile clients by assessing background, motivations, investment needs and objectives.
• Understand financial markets, investment products and wealth management principles.
• Recommend suitable wealth management solutions for clients.

Responsibilities

• Understand client preferences and profile to proactively provide wealth management solutions.
• Stay updated with market trends, regulatory changes and investment products to advise accurately.
• Manage and optimize interactions with customers to enhance satisfaction and loyalty.
• Collaborate with internal teams to offer comprehensive financial solutions and build networks to advance business goals.
• Exhibit integrity, ethical conduct and adherence to regulatory guidelines in all client interactions.
• Work effectively in teams, promoting trust and respect while achieving shared goals.
• Communicate clearly and concisely, engaging in meaningful discussions with clients and colleagues.
• Adapt to change, remaining agile and resilient in a dynamic environment.

Skills

Relationship management

Client profiling

Market knowledge

Investment products

Communication skills

Customer service

Networking

Education

Bachelor's degree in finance, economics or related field

Job description

Our Wealth Management group is looking for dynamic and experienced Relationship Managers who will partner with our clients in achieving their financial goals and provide expert advice on various financial matters.

The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations.

As a Relationship Manager, you are expected to have the role's identified competencies and responsibilities:

Business and Client Management

• Understand client preference by profiling, probing and assessing clients background, motivations, investment needs, financial objectives, financial situation to proactively provide wealth management solutions.
• Understand financial markets, investment products, and wealth management principles
• Recommend suitable investment products and solutions.
• Stay updated with market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients

Customer Experience

• Meet and exceed customer expectations, providing excellent service and creating favorable connections that results in building long-term relationships with the organization.
• Provide clients with ongoing financial advice and guidance, address their queries or concerns and proactively recommend wealth management solutions

Customer Relationship Management

• Manage and optimize interactions with customers to enhance satisfaction, loyalty and business performance.

Developing Strong Partnerships

• Collaborate with internal teams to offer comprehensive financial solutions to clients
• Establish and maintain network of associations and organizations that can help advance the achievement of business goals
• Help the company meet its financial objectives through personalized financial planning

Professionalism, Personal Credibility and Integrity

• Exemplifies integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices

Teamwork and Collaboration

• Ability to work in teams and collaborate to achieve shared business goals. Able to promote mutual trust and respect within the team.

Effective Communication

• Ability to communicate with clarity and purpose, explain information accurately and concisely
• Ability to engage in productive and meaningful conversations with clients and colleagues

Change Management

• Able to deal positively with change, being agile and resilient in addressing an ever-changing environment.

The Qualifications and Experiences you should have:

• Bachelor's Degree holder or graduate of a four-year or five-year course (A degree in finance, economics, business administration, or a related field in mathematics)
• Understanding of financial markets, investment products, and wealth management principles
• Relevant work experience in relationship management focused on investments and business development. Experience in serving high-net-worth individuals and understanding their unique wealth management needs, is preferred.
• Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously
• Excellent interpersonal skills and the ability to build trust and rapport with clients
• Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset

The candidate must be willing to work onsite in any of the following locations: Quezon City, Greenhills, Ortigas, Binondo, Makati or Alabang.