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Wealth Advisory Specialist

2 weeks ago

Manila, National Capital Region, Philippines China Banking Corporation (CBC) Full time

Job Description

The 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 customized financial strategies.

Responsibilities:

  1. Managing Relationships: Manage full-service banking relationships with high net-worth customers.
  2. Identifying Financial Needs: Identify and understand the customer's financial needs and goals.
  3. Developing Financial Plans: Develop comprehensive financial plans tailored to each customer's unique requirements.
  4. Sales and Referrals: Generate sales and referrals of products across all businesses through proactive and disciplined approaches.
  5. Building Partnerships: Build strong partnerships between Wealth Management and other departments within the Bank to deliver a seamless client experience.
  6. Knowledge Sharing: Stay up-to-date with market trends, regulatory changes, and best practices in wealth management to share knowledge with colleagues.

Requirements:

  • Qualifications: 3-4 years of relationship management experience.
  • Education: Bachelor's degree in Finance, Business Administration, or related fields.
  • Skills: Excellent communication and interpersonal skills, with a proven track record of building strong relationships with clients.