Wealth Relationship Manager Assistant

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) /...

At RCBC, we are seeking a highly skilled Wealth Management Acquisitions Professional to join our team. As a key member of our wealth management department, you will play a pivotal role in expanding our customer base by onboarding new-to-bank clients into our Wealth Management portfolio.This position requires a unique blend of sales acumen, financial...

Job Summary:We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at China Bank PH. As a key member of the Wealth Management Group (WMG), you will be responsible for assisting in marketing WMG products and services to existing and potential customers.Main Responsibilities:Market WMG products and services to...

Negzda Global invites applications for the position of Wealth Management Specialist.Job Description:This role involves providing expert advice to clients on investment strategies and managing their wealth.The successful candidate will have excellent communication skills and be able to build strong relationships with clients.Responsibilities:Provide...

Relationship Manager (Wealth Management)China Bank PHNegotiableOn-site - Makati 3-5 Yrs Exp Diploma Full-timeJob DescriptionResponsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers; acquire new relationships through direct prospecting and by developing a network of...

As a Wealth Management Consultant at Orion Summit Life Insurance Agency Inc. - Team Justine, you will have the opportunity to work with clients to help them achieve their financial goals.Key ResponsibilitiesA Wealth Management Consultant is responsible for providing comprehensive financial advice to clients, including:Assessing clients' financial situations...

Direct message the job poster from China Bank PHJob Responsibilities:Responsible for assisting the Wealth Management Group (WMG) in marketing WMG products and services to existing and potential customers, building customer relationships, and performing portfolio management and account administration.Job Qualifications:Candidate must be a graduate of any...

We are looking for a seasoned Financial Wealth Planner to join our team at PruLife UK- Team Christine. As a key player in our wealth management team, you will be responsible for guiding clients in making informed financial decisions.Job DescriptionAs a Financial Advisor, you will provide expert advice on financial planning, investments, insurance, and other...

**Career Opportunity:**We are seeking a talented Business Development Officer to join our team at Philippine Bank of Communications (PBCOM). As a key member of our team, you will have the opportunity to develop and implement sales strategies to increase revenue and enhance client satisfaction.**Key Responsibilities:**Develop and implement sales strategies to...

At AXA Philippines, we are seeking a seasoned professional to join our team as an Investment Wealth Manager.About the Role:This is a unique opportunity to leverage your expertise in investment sales and build long-lasting relationships with high net-worth clients of financial institutions.You will be responsible for generating new business opportunities and...

Job OverviewHexa Business is seeking a skilled Wealth Management Specialist to join our team. As a key member of our wealth management team, you will be responsible for managing our affluent client segment and delivering business results.The successful candidate will have a strong understanding of the financial industry and excellent communication skills....

We are looking for a talented Wealth Management Advisor to help individuals and businesses make informed financial decisions. As a Wealth Management Advisor, you will be responsible for understanding clients' unique financial objectives and developing strategies to help them achieve financial security and success.Main Responsibilities:Provide ongoing support...

About the RoleAs a Wealth Planning Specialist, you will be responsible for assessing clients' financial needs and developing customized financial plans.You will also recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.Maintaining long-term relationships with clients and providing ongoing support is essential in...

Avaloq is a leader in wealth management technology and services, operating globally with 2,500 colleagues in 10 countries and over 160 clients in 35 countries. We're dedicated to shaping the financial ecosystem and making wealth management accessible to all through our research-led approach and innovative spirit.We're seeking talented professionals to join...

About the RoleThe successful candidate will develop customized financial plans for clients, including savings, investments, insurance, and retirement plans. They will offer expert advice on risk management and wealth-building strategies, educating clients about market trends, product offerings, and financial best practices.You will also identify new clients...

Wealth Management Analyst Job DescriptionThe Wealth Management Analyst will work closely with the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Asia team to provide accurate, timely, and relevant financial data production, reporting, analysis, planning, and forecasting.Main...

We're on the lookout for a Client Relationship Director to lead our client success efforts at 360-365 Marketing.The successful candidate will bring a wealth of experience in managing client relationships, with a proven track record of driving growth and revenue.In this critical role, you'll work closely with clients to understand their needs, develop...

Key ResponsibilitiesDevelop strategy for growing wealth and remittance products, including program management and coordination with internal business units/stakeholders to deliver programs.Understanding and developing commercials related to the business, such as product pricing, revenue forecasting, promotional offers, etc.Analyzing and understanding...

**Job Title:** Assistant Unit Manager (Financial Advisor)**Location:** [Hybrid (Pasig, Makati, Remote]**Job Type:** Full-Time**About Us:** Double Dragon Life Insurance Agency is a trusted provider of life insurance solutions and financial advisory services. We are committed to helping our clients build and protect their wealth, ensuring financial security...

We are seeking a highly motivated Wealth Management Specialist to help individuals and businesses achieve their financial objectives.The successful candidate will have a bachelor's degree and possess basic knowledge of financial markets, investment strategies, and insurance policies.Key Skills and Qualifications:Potential in sales, negotiation, and...