Wealth Portfolio Manager

3 days ago

Manila, National Capital Region, Philippines beBeeInvestment Full time ₱600,000 - ₱1,200,000
Private Wealth Relationship Manager

The Private Wealth Relationship Manager plays a pivotal role in fostering strong client relationships and driving business growth. As the primary point of contact for High Net Worth Individuals (HNWIs), this professional is responsible for understanding their unique needs, risk appetite, and investment profiles.

  • Develop and maintain deep knowledge of clients' financial situations and goals to provide tailored solutions.
  • Collaborate with internal teams to ensure seamless delivery of customer service and achieve business objectives.

Key Performance Indicators:

  • Profitability
  • Assets Under Management (AUM) Growth
  • Wallet Share Growth
  • Customer Satisfaction
  • Customer Acquisition
  • Acceptable Risk and Audit Ratings
Requirements
  • Graduate degree in Business or Finance, MBA preferred;
  • At least 3 years of sales experience in banking or financial services industry;
  • Strong analytical skills;
  • Excellent communication and interpersonal skills.

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