Current jobs related to High Net Worth Client Advisor - Manila, National Capital Region - Metrobank


  • Manila, National Capital Region, Philippines East West Banking Corporation Full time

    Position OverviewEast West Banking Corporation is looking for a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for building and maintaining relationships with high-net-worth clients, identifying their financial needs, and providing tailored solutions. Your primary responsibility will be to...


  • Manila, National Capital Region, Philippines East West Banking Corporation Full time

    Role OverviewEast West Banking Corporation seeks an experienced Client Relationship Expert to join our team. As a key member of our organization, you will play a crucial role in building and maintaining relationships with high-net-worth clients. Your primary responsibility will be to drive business growth through innovative financial solutions and...


  • Manila, National Capital Region, Philippines HomeAuto Phil Trade Inc. Full time

    Job Summary:HomeAuto Phil Trade Inc. is seeking an experienced Sales Executive to join our team, who will be responsible for engaging with high-net-worth clients and presenting Li Auto's luxury electric vehicles.The successful candidate will have:5+ years of experience in luxury automotive or high-end retail salesExcellent communication and negotiation...


  • Manila, National Capital Region, Philippines East West Banking Corporation Full time

    Career OpportunitiesAs a Portfolio Manager at EastWest, you will have the opportunity to work with industry experts and be mentored by them. You will also have defined career progression paths to guide you in your professional growth.Some of the key responsibilities of this role include:Generating and maintaining business to achieve sales targets.Building an...

  • Portfolio Manager

    2 days ago


    Manila, National Capital Region, Philippines East West Banking Corporation Full time

    Key ResponsibilitiesThe Client Relationship Specialist will be responsible for generating and maintaining business to achieve sales targets. This includes sourcing, calling, and presenting bank products/services/investment opportunities to individuals.They will build an information database on existing high-net-worth clients to support relationship-building...


  • Manila, National Capital Region, Philippines Emapta Full time

    Skillset: We're looking for someone who is well-versed in tax laws and regulations, has excellent analytical and problem-solving skills, and can communicate effectively with clients and colleagues.Responsibilities: As a Senior Financial Consultant, you will guide clients through strategic tax planning, ensuring compliance and optimization for businesses and...

  • Financial Advisor

    1 week ago


    Manila, National Capital Region, Philippines Emapta Full time

    Our team is dedicated to empowering businesses with smart tax strategies, and we're looking for a skilled Senior Financial Consultant to join us. As a key member of our team, you will be responsible for guiding clients through effective tax strategies, preparing and reviewing year-end tax returns, and supporting and conducting tax planning kickoff calls and...


  • Manila, National Capital Region, Philippines East West Banking Corporation Full time

    Job DescriptionWe are seeking a highly motivated Financial Solutions Specialist to join our team. As a Financial Solutions Specialist, you will play a critical role in driving business growth by providing innovative financial solutions and cross-selling to high-net-worth clients. Your primary responsibility will be to ensure customer satisfaction and...


  • Manila, National Capital Region, Philippines East West Banking Corporation Full time

    Job SummaryWe are seeking an experienced and skilled Senior Business Developer to join our team in Metro Manila.This role will involve driving business growth by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring customer satisfaction and retention. The ideal candidate will stay abreast of market trends and...


  • Manila, National Capital Region, Philippines AXA Philippines Full time

    Job DescriptionThe Investment Sales Executive is responsible for generating new business opportunities and driving sales growth in single pay AUM, fee income, and activation. The role involves building and deepening relationships with partners, identifying clients' financial goals and expectations, and assisting partners in selecting appropriate investment...


  • Manila, National Capital Region, Philippines AXA Philippines Full time

    Role OverviewThe Relationship Management Associate will play a key role in developing and maintaining strong relationships with high net worth clients and bank partners.Responsibilities include:Collaborating with relationship managers to develop and implement effective client service strategies.Preparing and presenting reports to clients and...


  • Manila, National Capital Region, Philippines AXA Philippines Full time

    About the RoleWe are seeking a highly skilled Relationship Management Associate to join our team at AXA Philippines.The successful candidate will be responsible for:Collaborating with relationship managers to develop and implement effective client service strategies.Preparing and presenting reports to clients and stakeholders.Conducting research and analysis...


  • Manila, National Capital Region, Philippines East West Banking Corporation Full time

    About the RoleAs a Business Development Manager at East West Banking Corporation, you will drive business growth by prioritizing high-net-worth clients for innovative financial solutions and cross-selling. Your goal is to ensure customer satisfaction and retention while staying abreast of market trends and competitor activities.Key...


  • Manila, National Capital Region, Philippines Ayala Land Premier Full time

    About the RoleAyala Land Premier is seeking a skilled Davao Luxury Property Sales Specialist to represent our prestigious developments in Davao. As a key member of our sales team, you will be responsible for building and nurturing relationships with high-net-worth clients, offering expert guidance and exceptional service.Your primary goal is to expand your...


  • Manila, National Capital Region, Philippines Ayala Land Premier Full time

    About the OpportunityAyala Land Premier is seeking a skilled Premium Property Sales Agent to join our team in Davao. As a key member of our sales team, you will be responsible for building and nurturing relationships with high-net-worth clients, offering expert guidance and exceptional service.Your primary goal is to expand your social and professional...


  • Manila, National Capital Region, Philippines Ayala Land Premier Full time

    Job SummaryWe are seeking a highly motivated and results-driven Real Estate Executive to join our team in Davao. As a key member of our sales team, you will be responsible for representing Ayala Land Premier's prestigious developments through strategic marketing, exclusive events, and high-impact sales initiatives.You will build and nurture relationships...


  • Manila, National Capital Region, Philippines Q2 HR Solutions Inc. Full time

    We are seeking a Client Success Advisor to join our team at Q2 HR Solutions Inc. As a Client Success Advisor, you will be responsible for ensuring that our customers receive the best possible service and support from our bank.The key responsibilities of this role include:Providing expert advice on banking products and servicesHelping customers achieve their...


  • Manila, National Capital Region, Philippines AXA Philippines Full time

    ResponsibilitiesThe ideal candidate will have:Strong analytical and problem-solving skillsExcellent communication and interpersonal skillsAbility to work in a fast-paced environment and adapt to changing prioritiesKnowledge of current investment trends and market landscapeExperience working with high net worth clients and bank partnersKey...


  • Manila, National Capital Region, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time

    Benefits and CultureAt HSBC, we're committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment...


  • Manila, National Capital Region, Philippines HomeAuto Phil Trade Inc. Full time

    Job Summary:We are seeking a highly skilled and experienced High-End Auto Sales Professional to join our team at HomeAuto Phil Trade Inc. As a key member of our sales team, you will be responsible for providing exceptional customer experiences and building long-term relationships with our valued clients through our luxury electric vehicles.Key...

High Net Worth Client Advisor

7 days ago


Manila, National Capital Region, Philippines Metrobank Full time

We are seeking a highly skilled Investment Specialist to join our team at Metrobank. As an Investment Specialist, you will be responsible for growing our high net worth client base and developing tailored investment solutions to meet their needs.

You will have the opportunity to work closely with our Relationship Managers to deepen customer relationships and identify new business opportunities.

Essential Qualifications:
  • A strong background in investment sales, private banking, or wealth management.
  • A Certified Treasury Professional and SEC license holder.
  • Two years of experience working for a bank as a Treasury Specialist or Trader.