Wealth Management Associate for HNW Clients

RCBC; Cebu City; Sur place; PHP 360 000 - 600 000; Plein temps

Résumé du poste

RCBC in Cebu City invites a Wealth Management support professional to assist Relationship Managers in servicing high-net-worth clients. You will handle documentation, investment processing, and account openings with precision.

You will coordinate client activities with RM, maintain strong client relationships, and deliver professional service across banking transactions and documentation in a compliant setup.

Qualifications

• Experience supporting wealth management clients or onboarding high-net-worth clients.
• Familiarity with KYC/AML compliance processes and documentation requirements.
• Ability to coordinate with Relationship Managers and ensure accurate reporting.

Responsabilités

• Assist Relationship Managers in servicing high-net-worth clients in Cebu City.
• Manage documentation, investments, and account openings with accuracy.
• Ensure KYC/AML compliance and timely reporting across banking transactions.

Connaissances

Client servicing

KYC/AML compliance

Documentation management

Relationship coordination

Reporting

Description du poste

RCBC is seeking a Wealth Management support role to assist Relationship Managers in servicing high-net-worth clients in Cebu City. You will manage documentation, investments, and account openings while ensuring KYC/AML compliance and accurate reporting.

The role emphasizes coordinating with RM on client activities, maintaining strong client relationships, and delivering professional, high-standard service across banking transactions and documentation.