Wealth Manager

2 days ago

Quezon City, Philippines Security Bank Corporation Full time

The Position

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. 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.

Duties And Responsibilities

  • 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 profile, investment needs, etc.

Qualifications

  • Must have at least 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
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Sales
Industries
  • Banking
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