Wealth & Investment Relationship Manager (Hybrid)

Manulife Philippines; Manila; Hybrid; PHP 446,000 - 781,000; Full time

Benefits offered by this job

Training and professional development

Mentoring and coaching

Flexible work arrangement

Job summary

Manulife Philippines is seeking a Relationship Manager to help clients make informed financial decisions and explore UITF and investment solutions. You will build and maintain strong client relationships and manage your own portfolio in a hybrid work setup.

Qualifications include a college degree, background in banking/investments/wealth management/insurance, strong communication, and a client-focused mindset. UITF/investment certification is an advantage, with training provided.

Qualifications

• College graduate or at least college level.
• Background in banking, investments, wealth management, insurance, or financial services is an advantage.
• Strong communication and interpersonal skills.
• Client-focused and relationship-oriented.
• UITF / investment certification or experience is an advantage.

Responsibilities

• Build and maintain strong client relationships
• Identify clients’ financial goals and investment needs
• Present and explain UITF and investment solutions
• Conduct financial reviews and investment discussions
• Develop and manage your own client portfolio
• Provide continuous client support and relationship management

Skills

Client relationship building

Communication skills

Interpersonal skills

Goal-oriented

Willing to learn

Education

College degree or pursuing

Job description

Manulife Philippines is seeking a Relationship Manager to help clients make informed financial decisions and explore UITF and investment solutions. You will build and maintain strong client relationships and manage your own portfolio in a hybrid work setup.

Qualifications include a college degree, background in banking/investments/wealth management/insurance, strong communication, and a client-focused mindset. UITF/investment certification is an advantage, with training provided.