Banking and Investments Professional

1 day ago


Makati City, National Capital Region, Philippines Hexa Business Full time
About the Role

We are looking for a highly motivated Affluent Client Advisor to join our team at Hexa Business. As a key member of our wealth management team, you will be responsible for developing and executing strategies to acquire, migrate, and retain high net worth clients.

The successful candidate will have a strong understanding of the financial industry and excellent communication skills. They will work closely with internal and external stakeholders to deliver business results.

Key Responsibilities:

  1. Develop and execute strategies to acquire, migrate, and retain high net worth clients.
  2. Collaborate with internal and external stakeholders to deliver business results.
  3. Monitor and analyze customer behavior to identify opportunities for growth.

Requirements:

  • Bachelor's degree in Banking, Business Studies, Finance or equivalent.
  • Good command of spoken and written English and Filipino.
  • Excellent communication and coalition building skills.
  • Strong analytical and strategic thinking abilities.


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