Wealth Manager

1 day ago

Manila, Philippines Security Bank Corporation Full time

Overview

The Wealth Manager leads the Wealth Management Group to build and grow a portfolio of high net-worth clients and nurture long-term client relationships through wealth management advisory. As a leader, you will define and enforce standards, provide leadership and strategic direction in Wealth Management, and bring ideas to improve processes and spearhead projects and tasks. Security Bank’s mission is to meet customers’ needs with intelligent and personalized solutions to help them build for their future.

Role : Wealth Manager with PhilPsyCor certification.

What You’ll 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.
  • Deliver satisfactory customer service through in-depth knowledge of products and processes.
  • Formulate an investment portfolio and discuss it with clients according to their investment and risk tolerance to ensure product suitability.
  • Perform periodic client reviews to reassess the client’s risk profiles, investment needs, etc.
What We’re Looking For
  • Must have at least 5 years of experience in Private Banking, Treasury Sales, Wealth Management Acquisition or related field.
  • Solid understanding of fixed income and equities; basic knowledge of investments, portfolio, and relationship management.
  • Possesses strategic and planning skills; organizational and presentation skills.
  • Must have a good portfolio/client base.
  • Candidates with SEC or TCP certification 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 for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance. We ranked as the #2 best employer in the Philippines and #54 globally on Forbes’ World’s Best Employers 2023 list.

Our Employee Value Proposition (EVP) at Security Bank is “YOU matter.” Start your #BetterBanking career with us today.

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