Private Wealth Relationship Manager | International Wealth Manager

Crossborder Group; Muntinlupa; On-site; PHP 1,116,000 - 2,790,000; Full time

Benefits offered by this job

Health insurance

Paid leaves and holidays

Performance-based incentives

Job summary

Crossborder Group is seeking a Private Wealth Relationship Manager based in Muntinlupa, Philippines, to manage an assigned portfolio of international clients focusing on investment advisory and business development.

This role requires a strong background in wealth management and U.S. securities licensing. Offering a competitive salary range of ₱100,000 to ₱250,000, along with health insurance and paid leaves, this position promises significant advisory exposure and career progression.

Qualifications

• Experience managing an assigned portfolio of international clients.
• Ability to independently manage advisory relationships.
• Experience with U.S. retirement plans (401(k), IRA, rollovers) is a plus.

Responsibilities

• Manage an assigned portfolio of international clients.
• Serve as primary advisor, leading review meetings.
• Convert prospects into long-term advisory relationships.

Skills

Client-facing experience in wealth management

Strong investment discussion capability

Professional-level English fluency

Strong organization and ownership mindset

Education

U.S. securities licensing (Series 65 or equivalent)

CFP®, ChFC® or similar designation

Job description

Private Wealth Relationship Manager | International Wealth Manager

This position will be responsible for managing an assigned portfolio of international clients with a focus on investment advisory, client servicing and business development.

Cross Border Wealth is a U.S.-based, SEC-registered global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals worldwide.

Headquartered in New York, with offices across the United States, Asia, and soon in Europe, we advise globally mobile professionals, executives, and families navigating U.S. retirement assets, international considerations, and long-term wealth strategy across jurisdictions.

We are hiring a Private Wealth Relationship Manager | International Wealth Manager to assume responsibility for an assigned portfolio of international client relationships. The focus is on investment advisory, client servicing and business development.

This is a relationship-led advisory role designed for experienced professionals such as:

• Private bankers
• Wealth managers
• Senior relationship managers
• Investment advisors

Core Responsibilities

Investment Oversight

• Implement and monitor model-based portfolios aligned to client objectives
• Coordinate with the investments team on complex allocation or strategy
• Ensure portfolios are consistent with firm's risk and investment guidelines

Client Relationship Management

• Serve as primary advisor for an assigned portfolio of international clients
• Lead structured review meetings and maintain relationship continuity
• Maintain a high-caliber client experience aligned with firm standards

Referral-Based Growth

• Convert internally referred prospects into long-term advisory relationships
• Contribute to net new asset growth within the assigned segment
• Collaborate with senior advisors for seamless client transition

Client Experience & Coordination

• Partner with Client Services to deliver responsive, high-quality support
• Coordinate operational workflows and custodian-related processes
• Maintain accurate documentation and CRM records

Qualifications

Required

• Client-facing experience in wealth management, private banking, or investment advisory
• Ability to independently manage advisory relationships
• Strong investment discussion capability (asset allocation, retirement planning, portfolio review)
• Professional-level English fluency
• Strong organization, follow-through, and ownership mindset

Licensing Requirement

• Candidates must hold (or be eligible to obtain) U.S. securities licensing (Series 65 or equivalent).

Preferred

• Experience working with internationally based orcross-border clients
• Familiarity with U.S. retirement plans (401(k),IRA, rollovers)
• CFP®, ChFC® or similar designation (or in progress)

Pay Range and Benefits

• Competitive base salary
• Performance-based incentives (including conversion of referred prospects and net new assets)
• Monthly compensation range: ₱100,000 – ₱250,000 (based on experience and licensing)
• Health insurance
• Paid leaves and holidays
• Structured progression toward senior advisory responsibility

This role offers meaningful exposure to international clients, cross-border complexity, and long-term advisory growth within a U.S.-registered investment advisory firm.

Schedule and Work Setup

• Monday to Friday
• Office-based (Alabang, Muntinlupa)