Wealth Relationship Manager

Job OverviewThe China Banking Corporation (CBC) is seeking an experienced Wealth Advisory Specialist to join its team in Wealth Management. As a key member of the department, you will be responsible for managing high net-worth relationships and providing exceptional customer experience.Key ResponsibilitiesRelationship Development: Acquire new relationships...

Job DescriptionThe Wealth Advisory Specialist will be responsible for managing high net-worth relationships and providing exceptional customer experience in Wealth Management at the China Banking Corporation (CBC). This role requires strong relationship management skills, a deep understanding of customers' financial needs, and the ability to devise...

We are seeking a highly skilled Wealth Management Representative to join our team at EastWest Banking Corporation. The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with customers and identify new business opportunities.The Wealth Management Representative will be responsible for...

**Job Description**This is an exciting opportunity to join our team at AXA Philippines as a Relationship Manager.The ideal candidate will have a strong background in investment sales, with a focus on private wealth management and portfolio management of high net-worth clients.In this role, you will be responsible for building and maintaining strong...

We are seeking a talented Wealth Management Specialist to join our team. In this role, you will be responsible for providing life insurance and wealth management solutions to our valued clients as a Financial Sales Associate.Key ResponsibilitiesWork collaboratively with branch sales and service teams to deliver innovative product solutions that address...

Why Choose UsMillennial Financial Advisors is a dynamic company that prides itself on innovation and excellence. We offer a unique opportunity for ambitious professionals to grow and develop their careers in a fast-paced environment.About the RoleWe are seeking an experienced Financial Wealth Planner to join our team on a Part-time/ Full-Time basis. The...

We're looking for a results-driven professional to join our team as a Assistant Vice President Business Administration and Operational Management. In this role, you will provide strategic support to HIIB Wealth Governance, driving wealth products advice and control while ensuring effective deployment of requirements for wealth sales journeys when...

Responsible for assisting the Wealth Management Group (WMG) in marketing WMG products and services to existing and potential customers, building customer relationships, and performing portfolio management and account administration.Job Qualifications:Candidate must be a graduate of any business-related course.Proficiency in the use of office systems.Computer...

Hybrid - Manila 1-3 Yrs Exp Bachelor Part-timeJob DescriptionEmployee Recognition and RewardsPerformance BonusInsurance Health & WellnessProfessional DevelopmentPaid Time Off, Paid HolidaysDescriptionAs a Financial Wealth Planner at FWD Philippines Inc., you will play a critical role in helping clients achieve their financial goals and secure their future....

**About the Role**We are looking for a highly motivated and experienced Relationship Manager to join our team at AXA Philippines.The successful candidate will have a strong background in investment sales, with a focus on private wealth management and portfolio management of high net-worth clients.In this role, you will be responsible for developing existing...

Some careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...

The Relationship Officer for Wealth Management is responsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers. The role includes:Acquiring new relationships through direct prospecting and by developing a network of internal and external referral sources.Cultivating,...

Join to apply for the RELATIONSHIP MANAGER role at Bank of the Philippine Islands (BPI)3 days ago Be among the first 25 applicantsThe Private Wealth Relationship Manager is primarily accountable for managing BPI Private Wealth (PW) accounts/clients and growing the volume and revenue of his/her clients.Responsibilities:Ensures adherence to the account's...

We are currently seeking a talented professional to join our team as a Assistant Vice President Business Administration and Operational Management. In this role, you will provide strategic support to HIIB Wealth Governance, driving wealth products advice and control while ensuring effective deployment of requirements for wealth sales journeys when...

As a Wealth Management Professional at Sun Life Grepa Financial, Inc., you will play a crucial role in helping clients achieve their long-term financial goals.Job Summary:Offer customized financial advice and guidance to clients.Develop and maintain client relationships through exceptional service and communication.Stay up-to-date with industry trends and...

About the JobWe are looking for a talented Financial Wealth Planner to join our team at FWD Philippines. As a key member of our organization, you will play a crucial role in providing financial guidance and support to our clients.Key ResponsibilitiesProvide comprehensive financial planning to clients, including life insurance and investment strategies.Act as...

Become an integral part of Bank of the Philippine Islands (BPI)'s success by serving as an Investment Strategist. This role offers the opportunity to shape the company's growth by delivering high-quality investment advice to esteemed clients.Key Responsibilities:Provide insightful market analyses, sector insights, and security evaluations to inform client...

Official Assignment Title:Portfolio Manager – Wealth and InvestmentJob 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...

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. Our aim is to be where the growth is, enabling businesses to thrive and economies to prosper.We are seeking a high-calibre professional to join our team as a Assistant Vice President Business Administration and Operational...

Wealth Management PositionThe China Banking Corporation (CBC) is seeking a highly motivated and experienced Wealth Advisory Specialist to join its team in Wealth Management. As a key member of the department, you will be responsible for delivering exceptional client experiences, driving revenue growth, and staying ahead of market trends.Key...