Wealth Relationship Manager — Grow Client Portfolios

Affinity Capital Corp.; Makati; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

A leading financial services firm in Makati is seeking a Relationship Manager to drive business growth through client portfolio management and proactive sales efforts. The ideal candidate will have a Bachelor's Degree in Finance or Business, with at least 5 years of relevant experience and a robust client portfolio management background. This role offers the opportunity to engage with clients and represent the firm in high-level industry forums.

Qualifications

• Minimum of 5 years of experience in private banking, asset management, or related fields.
• Must have managed client assets of at least PHP two billion.

Responsibilities

• Convert existing client relationships to the Firm to drive fresh AUM.
• Communicate market developments to clients for actionable strategies.
• Manage and grow client assets through monitoring and rebalancing.
• Represent the Firm in client sessions and industry forums.

Skills

Client relationship management

Investment portfolio management

Market analysis

Sales strategies

Education

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

Job description

A leading financial services firm in Makati is seeking a Relationship Manager to drive business growth through client portfolio management and proactive sales efforts. The ideal candidate will have a Bachelor's Degree in Finance or Business, with at least 5 years of relevant experience and a robust client portfolio management background. This role offers the opportunity to engage with clients and represent the firm in high-level industry forums.