Senior Wealth Relationship Manager

Affinity Capital Corp.; Makati; On-site; PHP 1,000,000 - 1,500,000; Full time

Job summary

A prominent financial services firm in Makati, Philippines is seeking an experienced Relationship Manager. The role focuses on converting existing client relationships, managing investment portfolios, and developing tailored financial solutions. Candidates should have at least 5 years of experience in private banking or asset management, with proven success in managing high-value client relationships. This is a full-time position that offers executive-level responsibilities in finance.

Qualifications

• Minimum of 5 years of experience in private banking or asset management.
• Experience managing client relationships with an AUM of at least PHP 2 billion.

Responsibilities

• Convert existing client relationships to drive AUM influx.
• Communicate macroeconomic developments and actionable strategies.
• Manage and grow client assets through monitoring and retention.

Skills

Client relationship management

Investment strategy development

Market analysis

Proactive sales

Education

Bachelor's Degree in Finance, Business, or related field

Job description

A prominent financial services firm in Makati, Philippines is seeking an experienced Relationship Manager. The role focuses on converting existing client relationships, managing investment portfolios, and developing tailored financial solutions. Candidates should have at least 5 years of experience in private banking or asset management, with proven success in managing high-value client relationships. This is a full-time position that offers executive-level responsibilities in finance.