Wealth Management Specialist

2 days ago

San Fernando, Central Luzon, Philippines RCBC Full time
Overview

Collaborates with the Retail Banking Group in servicing and deepening existing relationships of high net worth clients of the Bank's retail branches. Provides the HNW clients of RBG with financial guidance and information on various investment products and Wealth Management services. Acquires new clients for the Wealth Management Group. Assists and supports Relationship Managers (RMs) of the Wealth Management Group in offering financial advices and services to its clients as may be delegated or assigned.

Responsibilities
  • Collaborates with the Retail Banking Group (RBG) branch managers and sales officers in expanding and deepening the Bank's relationship with the HNW clients of the retail branches by addressing the investment requirements of these clients.
  • Systematically plans and schedules calls/visits to the HNW clients of the retail branches together with the RBG branch managers and sales officers to identify the investment needs and service requirements of HNW clients. Establishes clients' risk profile, anticipates clients' needs and creates opportunities to expand the Bank's share of these clients' wallets and increase profitability.
  • Prepares periodic reports on the investment portfolio of the clients and discusses with the RBG's business relationship managers and sales officers strategies and plans on growing the clients' AuM and Income contribution.
  • Assists and supports the Relationship Managers of the Wealth Management Group in offering financial advice and services to Wealth clients as may be delegated or assigned.
  • Keeps himself updated with the markets and the latest news and knowledgeable of investment products and services to be able to offer financial advice and services to clients that will assist clients in their financial objectives. Provides updates on financial market developments and opportunities to help clients make informed investment and business decisions.
  • Sources and acquires new clients for the Wealth Management Group as may be required.
What will make you successful?
  • Bachelor's degree preferably of any business course
  • Working knowledge of general banking. Knowledge of investment products and services, and the financial markets.
  • Sales & marketing-oriented

#J-18808-Ljbffr

  • Unlock Your Potential as a Financial Strategist

    2 days ago

    San Fernando, Central Luzon, Philippines beBeeCareer Full time ₱1,500,000 - ₱3,000,000

    Financial Wealth Planning OpportunityWe are seeking motivated individuals to fill the role of Financial Wealth Planner or Life Insurance Specialist. As a Financial Wealth Planner, you will play a key part in helping clients achieve their long-term financial objectives.Responsibilities and ExpectationsDevelop new business leads and engage with potential...

  • Financial Expertise Role

    2 days ago

    San Fernando, Central Luzon, Philippines beBeeAccounting Full time ₱5,000,000 - ₱8,000,000

    Accounting Specialist PositionWe are seeking a highly skilled and detail-oriented Accounting Specialist to join our team. As an Accounting Specialist, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring timely and accurate consolidation of accounts.The ideal candidate will have a strong background...

  • Appointment Connection Specialist

    2 days ago

    San Fernando, Central Luzon, Philippines beBeeAppointmentSetter Full time ₱40,000 - ₱80,000

    As a bridge between individuals seeking financial clarity and our expert team, you will help connect prospective clients with the right services.Key Responsibilities:Conduct proactive outreach to potential clients through calls, emails, and CRM-driven communications.Qualify prospects by understanding their financial goals, retirement concerns, or...

  • Relationship Officer

    2 weeks ago

    San Fernando, Central Luzon, Philippines China Bank PH Full time

    Relationship Officer (Wealth Management)Human Resources Assistant | Registered PsychometricianResponsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers; acquire new relationships through direct prospecting and by developing a network of internal and external referral...

  • Wealth Relationship Manager-San Fernando

    1 week ago

    San Fernando, Central Luzon, Philippines Maybank Full time ₱500,000 - ₱1,000,000 per year

    Your Role• Manage & grow the Bank's affluent & HNW customer segment in terms of Investable Assets(IA), fee income and customers numbers, in line with CFS aspirations and segment's client value proposition (CVP).• Accountable for the implementation of the segment's customer acquisition, migration andretention.• Collaboration with internal (i.e. Trust,...

  • Paraplanner

    1 week ago

    San Fernando, Central Luzon, Philippines MWC Group AG Full time $60,000 - $80,000 per year

    Paraplanner – Join a Top Wealth Management FirmA well-established and successful Wealth Management firm based in Switzerland is seeking a Technical Paraplanner to join its growing team in the Philippines. This role is based in our administrative and client servicing hub, where you will work closely with a highly experienced team of financial advisers based...

  • Environmental Management Specialist I

    1 week ago

    San Fernando, Central Luzon, Philippines DENR-Environmental Management Bureau Region III Full time ₱500,000 - ₱1,000,000 per year

    JOB TITLE: Environmental Management Specialist INATURE OF EMPLOYMENT: Contract of Service (COS)QUALIFICATIONS:Must be a graduate of BS Chemical Engineering or Sanitary Engineering preferably licensed;Has basic knowledge in EMB-mandated laws;Must be good in written and verbal communications;Willing to do fieldworks and to render overtime;Basic knowledge...

  • Senior Marketing Specialist + Graphic Designer

    1 week ago

    San Fernando, Central Luzon, Philippines Emapta Full time ₱45,000 - ₱60,000 per year

    Drive Meaningful Marketing for Global Financial Solutions Step into a marketing role where finance meets creativity-supporting campaigns that drive wealth strategies, investment growth, and client trust. Build your global career in financial services and position yourself as a key asset in the industry. Job Description As a Senior Marketing Specialist +...

  • Infrastructure Design Specialist

    2 days ago

    San Fernando, Central Luzon, Philippines beBeeCivil Full time ₱5,000,000 - ₱7,000,000

    Expert Civil Engineer OpportunityWe are seeking a highly skilled and experienced civil engineer to join our team in designing and delivering high-quality infrastructure projects.The ideal candidate will have a strong background in civil engineering, excellent communication skills, and the ability to work effectively as part of a close-knit team. Produce...

  • Finance Specialist

    4 days ago

    San Fernando, Central Luzon, Philippines Planate Management Group Full time

    OverviewPlanate Management Group (PMG) is a Service-Disabled Veteran-Owned Small Business (SDVOSB) headquartered in Alexandria, Virginia, and Orlando, Florida USA with technical support centers in South East Asia and East Africa. Planate provides program management and facilities engineering services worldwide. Planate is a small business provider of...