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Client Portfolio Manager

2 weeks ago

Manila, National Capital Region, Philippines beBeePrivateWealthManager Full time ₱600,000 - ₱1,200,000

The Private Wealth Relationship Manager role is a pivotal position within our organization, responsible for managing high net worth client relationships and driving revenue growth.

  • Ensures adherence to account agreements, investment guidelines, internal policies, and existing banking regulations.
  • Receives and coordinates client instructions, notices, and communications to ensure timely execution.
  • Undertakes regular visits to clients to maintain and strengthen relationships.
  • Reviews client portfolios and provides personalized investment advice and recommendations.
  • Addresses client concerns and inquiries in a professional and timely manner.

Key qualifications for this role include:

  • Bachelor's Degree or higher.
  • Preferably with experience in the banking industry.
  • Knowledge of investments, securities, and financial markets.
  • Excellent communication, analytical, and presentation skills.

We are seeking an experienced and skilled professional to join our team as a Private Wealth Relationship Manager. If you have a strong background in client relationship management and a passion for delivering exceptional service, we encourage you to apply.