Weath Management Relationship Manager

1 week ago


Makati, Philippines Tap Growth ai Full time

Overview

Wealth Management Relationship Manager role at Tap Growth ai. We are seeking an experienced and client-focused professional to build and maintain strong relationships with high-net-worth clients. The ideal candidate will have expertise in financial planning, investment strategies, and portfolio management to help clients achieve their wealth objectives while driving business growth.

What You'll Do
  • Manage and grow a portfolio of high-net-worth client relationships
  • Develop comprehensive wealth management strategies and financial plans
  • Provide investment advice and portfolio optimization recommendations
  • Conduct regular client meetings and reviews to assess financial goals
  • Collaborate with investment teams to deliver tailored solutions
  • Monitor market trends and communicate opportunities to clients
What We\'re Looking For
  • 5+ years of experience in wealth management or private banking
  • Strong knowledge of investment products and financial markets
  • Excellent relationship-building and communication skills
  • Proven track record in client acquisition and retention
  • Professional certifications (CFA, CFP) preferred
  • Bachelor\'s degree in Finance, Economics, or related field

Ready to make an impact? Apply now and let\'s grow together

Details
  • Location: Makati, Philippines
  • Work Mode: Work From Office
  • Role: Wealth Management Relationship Manager
  • Employment Type: Full-time
  • Industry: IT Services and IT Consulting
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