Wealth Management Associate for HNW Clients

RCBC; Cebu City; Presencial; PHP 500.000 - 700.000; Jornada completa

Descripción de la vacante

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.

Formación

• College graduate with a business-related degree.
• Working knowledge of banking operations and policies.
• At least 3 years of experience in investment banking.

Responsabilidades

• Assist Relationship Manager in servicing Wealth Management clients and handling tasks.
• Coordinate with RM on client transactions, documentation, investments, and account openings.
• Ensure completeness and accuracy of documents for KYC/AML compliance.
• Support RM in project execution and task delivery to cover high-net-worth clients.
• Maintain up-to-date knowledge of financial products and market offerings.
• Update Wealth Management system with client transactions and balances.
• Provide high-standard, client-centric service and maintain professional decorum.

Conocimientos

Relationship management

Banking operations

Documentation accuracy

Educación

Bachelor's degree in Business

Descripción del empleo

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.