Wealth Relationship Manager (Hybrid)

Novel Capital, Inc.; Pasig; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

Novel Capital, Inc. is expanding its Wealth Management team in the Philippines and seeks a senior Wealth Relationship Manager to own a growing HNW/UHNW portfolio.

You will lead client onboarding, ongoing advisory, and portfolio management, while collaborating with specialists to deliver tailored investment solutions. The role involves active pipeline development, networking, and a strong entrepreneurial mindset to grow assets and deepen client relationships with local and international

Qualifications

• 6–10 years in wealth management or private banking with a proven HNW client track record.
• Active SEC CIS license is required; CISI qualification is an advantage.
• Strong compliance discipline and professional integrity.

Responsibilities

• Build and manage a portfolio of high-net-worth clients in local and global markets.
• Deliver holistic wealth advisory across investment products and platforms.
• Collaborate with an Associate Relationship Manager and Investment Consultant; drive AUM growth.

Skills

HNW client management

Financial advisory

Relationship building

Education

SEC CIS license

CISI qualification (adv.)

Job description

Novel Capital, Inc. is a Philippine-based financial services company and part of theSEAOIL Group, focused on helping investors, entrepreneurs, and businesses achieve sustainable financial growth.

The company provideswealth management and collateralized financing solutions, giving clients access to local and global investment opportunities and customized financing solutions. Novel takes a long-term, relationship-driven approach built ontrust, collaboration, entrepreneurship, and excellence.

Novel Capital, Inc. is looking for a Wealth Relationship Manager to join our Wealth Management team.

This is a senior, client-facing role for an experienced wealth management practitioner ready to take full ownership of a growing HNW/UHNW portfolio, from pipeline development and client onboarding through to ongoing advisory, portfolio management, and AUM growth.

What the role involves:

• Building and managing a portfolio of high-net-worth and ultra-high-net-worth clients
• Delivering holistic, personalized wealth advisory across local and global investment products
• Working with a dedicated Associate Relationship Manager and collaborating with our Investment Consultant
• Product suite includes mutual funds, FIMs, private deals, and offshore platforms through global Private Bank partnerships

What we're looking for:

• 6–10 years in wealth management, private banking, or financial advisory with a proven HNW client track record
• Active SEC CIS license (required); CISI qualification is an advantage
• Strong compliance discipline and professional integrity
• An existing HNW network and the entrepreneurial drive to grow it