Wealth Sales Relationship Manager

Relationship Manager - Wealth & Investment Management Position: Relationship Manager – High Net Worth / Affluent Portfolio Type: Full-time Key Responsibilities Build, manage and grow a portfolio of HNWI / affluent individual clients. Serve as the lead advisor for clients: understand each client’s financial goals, risk appetite, insurance and investment...

Premier Relationship Manager – Cebu HSBC is hiring a Premier Relationship Manager for Cebu, Philippines. The role focuses on managing high-net-worth clients, delivering exceptional financial service, and driving business growth. In This Role, You Will Demonstrate excellent understanding of client needs, recommend appropriate products and services, and...

The Relationship Manager is the main touchpoint between the bank and the HNWI segment. The RM is accountable for the customer base’s risk appetite and investment profiles, and serves as the primary delivery channel of the bank’s brand of customer service. The RM contributes to the bank’s business growth by meeting financial targets from these...

Join Our Team at Index Wealth – Remote Roles (Philippines-based) Index Wealth is a financial planning firm in Australia, specialising in retirement planning services including superannuation and insurance. We have a dedicated full‑time support team in the Philippines, working closely with our financial advisers to process client files from start to...

Location: BGC/Ortigas/Makati/Alabang/Cebu/Davao BranchRole Purpose:The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.The role holder has a responsibility to acquire, cross sell and retain a...

Business Relationship Manager Job Purpose Assist partners in generating new business to achieve defined SP targets in single pay AUM, fee income, and activation Build and deepen relationships with partners to drive business Help Identify clients’ financial goals and expectations and assist partners in selecting appropriate investment opportunities Create...

Salmon – Who We Are and What We DoSalmon is a fast-growing consumer FinTech group, founded in July 2022 with the vision of creating the best credit-led, technology-centric bank in Southeast Asia. We chose the Philippines to be our first market and are now a licensed bank and consumer-lending group.Salmon was founded by three Co-founders who built and held...

Your RoleThe Premier Wealth Relationship Manager is responsible for managing and growing the Bank's affluent and high-net-worth (HNW) customer segment in line with Maybank's Consumer Financial Services (CFS) aspirations and client value proposition (CVP). The role focuses on increasing investable assets, fee income, and customer base through strategic...

About the Role: We are looking for dynamic and client-oriented professionals to join our team as Relationship Managers across our Commercial Banking , Private Wealth , Trust Sales , and Treasury Sales divisions. This role is open to candidates from Junior Assistant Manager to Manager level who are passionate about building relationships and driving business...

Join J.P. Morgan, a leading global financial services firm with over 200 years of history. Be at the forefront of quality management within our Asset & Wealth Management – Corporate Centers, Philippines. With client assets of $2.4 trillion, we are a global leader in investment and wealth management. Make your mark by driving continuous improvement and...