Private Banking Relationship Manager, Wealth Advisor

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

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.