Wealth Portfolio Specialist

1 day ago

Quezon City, National Capital Region, Philippines beBeePortfolio Full time ₱3,000,000 - ₱5,000,000
Key Responsibilities

The portfolio manager is responsible for building and growing a portfolio of high net worth clients through wealth management advisory.

This involves nurturing long-term client relationships, providing financial products and services tailored to clients' wealth planning and long-term investment needs.

To achieve this, the portfolio manager must keep abreast of economic and financial market developments and their impact on various investments to enable clients to make informed investment decisions.

Additionally, the portfolio manager must possess in-depth knowledge of products and processes to deliver satisfactory customer service.

A key aspect of the role is formulating an investment portfolio and discussing this with clients according to their investment and risk tolerance to ensure product suitability.

Periodic client reviews are also necessary to re-assess the client's risk profile, investment needs, etc.

Requirements:

  • At least 5 years of experience in Private Banking, Treasury Sales, Wealth Management Acquisition or any related field
  • Solid understanding of fixed income and equities market; basic knowledge of investments, portfolio, and relationship management
  • Strategic and planning skills; organizational skills; presentation skills
  • Good portfolio/client base
  • Candidates with SEC or TCP will have an advantage
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Industries

Banking

  • Wealth Manager

    7 days ago

    Quezon City, National Capital Region, Philippines Security Bank Corporation Full time $900,000 - $1,200,000 per year

    The PositionTheWealth Manageris the leader in building and growing the portfolio of high net-worth clients and nurturing long-term client relationships through wealth management advisory.As a leader of the Wealth Management Group, you will be instrumental in fulfilling the bank's promise of giving personalized and quality service to our clients. The Wealth...

  • Wealth Manager

    1 day ago

    Quezon City, National Capital Region, Philippines Security Bank Corporation Full time

    The PositionThe Wealth Manager is the leader in building and growing the portfolio of high net-worth clients and nurturing long-term client relationships through wealth management advisory. As a leader of the Wealth Management Group, you will be instrumental in fulfilling the bank's promise of giving personalized and quality service to our clients. The...

  • Portfolio Manager

    7 days ago

    Quezon City, National Capital Region, Philippines PanaMatrix Analytics Full time $100,000 - $200,000 per year

    Job Title: Portfolio Manager – Market Oracle SystemLocation: Flexible / RemoteCompensation: Performance-based (management fees, commissions, profit-sharing)About UsWe are a quantitative investment platform powered by the Market Oracle System — a proprietary black-box algorithm capable of decoding financial markets with precision. Our mission is to...

  • Wealth Building Client Engagement Specialist

    1 week ago

    Makati City, National Capital Region, Philippines beBeeRelationship Full time ₱900,000 - ₱1,200,000

    The Wealth Acquisition Relationship Manager plays a pivotal role in expanding the customer base by onboarding new clients into the Wealth Management portfolio.This position requires sales acumen, financial expertise, and relationship-building skills to identify and attract high-net-worth individuals (HNWIs) / affluent clients to wealth management...

  • Wealth Acquisition Relationship Manager

    7 days ago

    Makati City, National Capital Region, Philippines RCBC Full time $90,000 - $120,000 per year

    Job SummaryThe Wealth Acquisition Relationship Manager plays a pivotal role in expanding the customer base of the bank by onboarding new-to-bank clients into the Wealth Management portfolio. This position requires a combination of sales acumen, financial expertise, and relationship-building skills to identify and attract high-net-worth individuals (HNWIs) /...

  • Wealth Acquisition Relationship Manager

    4 weeks ago

    Makati City, National Capital Region, Philippines RCBC Full time

    Job SummaryThe Wealth Acquisition Relationship Manager plays a pivotal role in expanding the customer base of the bank by onboarding new-to-bank clients into the Wealth Management portfolio. This position requires a combination of sales acumen, financial expertise, and relationship-building skills to identify and attract high-net-worth individuals (HNWIs) /...

  • Wealth Client Relationship Manager

    2 weeks ago

    Makati City, National Capital Region, Philippines ATRAM Group Full time

    Role SummaryThe Wealth Client Relationship Manager also work with the Independent Wealth Consultants for the portfolios of clients whom the latter has successfully referred to ATRAM. The account opening and all related responsibilities in onboarding are delivered by the Wealth Sales Relationship Manager.What Business Outcomes the Role is Responsible...

  • Portfolio Management Specialist

    6 days ago

    Mandaluyong City, National Capital Region, Philippines beBeeInvestment Full time ₱360,000 - ₱480,000

    Key Responsibilities:Review client portfolios to ensure they meet recommended investment strategiesProvide recommendations for changes and maintain records of adviceCreate quarterly/annual performance reports for clientsDevelop SMSF Investment Strategies for clientsFoster relationships with product providers and investment platformsMaintain accurate records...

  • Private Wealth Client Success Specialist

    3 days ago

    Makati City, National Capital Region, Philippines beBeeClientService Full time ₱900,000 - ₱1,500,000

    Delivering exceptional client service is crucial in the Private Wealth industry.Key Responsibilities:The Private Wealth Client Service Officer collaborates with Relationship Managers to deliver high-quality results and ensure timely execution of tasks.Expertise in Private Wealth products and services is essential for providing advice to RMs and...

  • Innovative Wealth Management Specialist

    1 week ago

    Makati City, National Capital Region, Philippines beBeeSoftwareDeveloper Full time $80,000 - $120,000

    Our mission is to orchestrate the financial ecosystem and democratize access to wealth management.We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks.Job DescriptionAs a member of our...