Senior Financial Services Professional

5 days ago

Manila, National Capital Region, Philippines beBeeRisk Full time

Role Overview:

The Private Wealth Relationship Manager is a key position within the bank's HNWI segment. This role serves as the primary touchpoint between the bank and high net worth individuals.

Responsibilities include managing customer risk appetite, investment profiles, and delivering exceptional customer service. The successful candidate will contribute to business growth by meeting financial targets from relationship accounts.

Key duties include coordinating with internal parties for new referrals, completing client onboarding requirements, constructing client profiles, and recommending financial solutions. Regular portfolio reviews are also a critical aspect of this role.

The ideal candidate will possess strong analytical skills, good communication skills, and confidence in interacting with senior clients and internal partners. A graduate degree in business or finance, or related field, is required along with at least 3 years of sales experience in the banking or financial services industry.

Benefits of this role include opportunities for professional growth and development, collaboration with experienced professionals, and a dynamic work environment.

Required Skills and Qualifications:

  • Graduate degree in business or finance
  • At least 3 years of sales experience in the banking or financial services industry
  • Strong analytical skills
  • Good communication skills

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