Wealth Strategy & Client Relationship Advisor

The Corporate Institute; Hinoba-an; On-site; PHP 600,000 - 900,000; Full time

Job summary

The Corporate Institute is seeking a Wealth Manager to design and oversee investment strategies for clients, perform financial planning, and deliver investment management services.

You will monitor portfolios, provide investment advice, and build lasting client relationships to help clients meet their goals through disciplined practices.

Qualifications include a Finance or Economics degree, CFP or CFA is a plus, strong analytical and communication skills, and experience in wealth management.

Qualifications

• Strong financial planning and insurance skills.
• Proficiency in investment management, investments, and finance.
• Excellent analytical and problem-solving abilities.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Experience in wealth management or related field preferred.

Responsibilities

• Create and manage investment strategies for clients
• Conduct financial planning and provide investment management services
• Monitor portfolios and offer investment advice
• Build and maintain client relationships
• Ensure clients meet their financial goals through effective investment practices

Skills

Financial planning

Investment management

Analytical skills

Communication skills

Teamwork

Independence

Education

Bachelor’s degree in Finance or Economics

CFP or CFA certification is a plus

Job description

The Corporate Institute is seeking a Wealth Manager to design and oversee investment strategies for clients, perform financial planning, and deliver investment management services.

You will monitor portfolios, provide investment advice, and build lasting client relationships to help clients meet their goals through disciplined practices.

Qualifications include a Finance or Economics degree, CFP or CFA is a plus, strong analytical and communication skills, and experience in wealth management.