Senior HNW Wealth Advisor & Relationship Lead

Novel Capital, Inc.; Pasig; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

Novel Capital, Inc. is expanding its Wealth Management team in the Philippines and seeks a senior Wealth Relationship Manager to own a growing HNW/UHNW portfolio.

You will lead client onboarding, ongoing advisory, and portfolio management, while collaborating with specialists to deliver tailored investment solutions. The role involves active pipeline development, networking, and a strong entrepreneurial mindset to grow assets and deepen client relationships with local and international

Qualifications

• 6–10 years in wealth management or private banking with a proven HNW client track record.
• Active SEC CIS license is required; CISI qualification is an advantage.
• Strong compliance discipline and professional integrity.

Responsibilities

• Build and manage a portfolio of high-net-worth clients in local and global markets.
• Deliver holistic wealth advisory across investment products and platforms.
• Collaborate with an Associate Relationship Manager and Investment Consultant; drive AUM growth.

Skills

HNW client management

Financial advisory

Relationship building

Education

SEC CIS license

CISI qualification (adv.)

Job description

Novel Capital, Inc. is expanding its Wealth Management team in the Philippines and seeks a senior Wealth Relationship Manager to own a growing HNW/UHNW portfolio.

You will lead client onboarding, ongoing advisory, and portfolio management, while collaborating with specialists to deliver tailored investment solutions. The role involves active pipeline development, networking, and a strong entrepreneurial mindset to grow assets and deepen client relationships with local and international