Wealth Relationship Manager (Visayas Area)

Security Bank Corporation; Cebu City; On-site; PHP 1,000,000 - 1,600,000; Full time

Job summary

Security Bank Corporation is seeking a Wealth Manager to lead the wealth management group, build a portfolio for high net-worth clients, and drive tailored investment solutions. The role emphasizes leadership, process improvement, and delivering personalized services to enhance client relationships.

The Wealth Manager will develop sales plans, manage risk-aware portfolios, and stay abreast of market developments to inform client investments while maintaining top-tier service levels and industry

Qualifications

• 3-5 years of experience in Private Banking, Treasury Sales, Wealth Management Acquisition or related field.
• Solid understanding of fixed income and equities investments.
• Strategic and planning skills; organizational and presentation abilities.
• Maintains a strong client portfolio.
• SEC or TCP credentials are advantageous.

Responsibilities

• Prepare and execute a robust sales plan to build a pipeline for successful sales conversion.
• Build long-term client relationships by providing wealth management solutions.
• Stay informed on market developments to guide investment decisions for clients.
• Deliver high-quality service through product and process knowledge.
• Formulate and discuss client investment portfolios aligned with risk tolerance.
• Conduct periodic client reviews to reassess risk profiles and needs.

Skills

Private Banking

Wealth Management

Sales planning

Relationship management

Investment knowledge

Job description

The Wealth Manager is the leader in building and growing the portfolio of high net-worth clients and nurturing long-term client relationships through wealth management advisory.

As a leader of the Wealth Management Group, you will be instrumental in fulfilling the bank’s promise of giving personalized and quality service to our clients. The Wealth Manager defines and enforces the standards and provides leadership and strategic direction in Wealth Management. We are looking for a Wealth Manager who will bring fresh ideas and expertise to the continuous improvement of our processes and the passion when it comes to the spearheading of projects and tasks.

Security Bank’s mission is to meet our customers’ needs with intelligent and personalized solutions as we help them build for their future. Our Wealth Manager is crucial in completing that mission.

How You Will Contribute

• Prepare and execute a robust sales plan to build a pipeline for successful sales conversion.
• Build long-term client relationships by providing financial products and services tailored to clients’ wealth planning and long-term investment needs
• Keep abreast of economic and financial market developments and their impact on various investments to enable clients to make informed investment decisions.
• Achieve satisfactory customer service through in-depth knowledge of products and processes.
• Formulates an investment portfolio and discusses this with clients according to their investment and risk tolerance to ensure product suitability.
• Performs periodic client reviews to re-assess the client’s risk profiles, investment needs, etc.

What We’re Looking For

• Must have at least 3-5 years of experience in Private Banking, Treasury Sales, Wealth Management Acquisition or any related field
• Should have a solid understanding of fixed income and equities market; basic knowledge of investments, portfolio, and relationship management
• Possesses strategic and planning skills; organizational skills; presentation skills
• Must have a good portfolio/ client base
• Candidates with SEC or TCP will have an advantage

About Security Bank

Security Bank is one of the Philippines’ best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking.

We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.”

Start your #BetterBanking career with us today.