Senior Wealth Portfolio Manager

4 days ago

Davao City, Davao, Philippines beBeeWealth Full time ₱900,000 - ₱1,200,000

Job Title: Senior Wealth Portfolio Manager

A career opportunity has arisen for a seasoned professional to join our team as a Senior Wealth Portfolio Manager.

Job Description

The successful candidate will be responsible for managing and maintaining a portfolio of high net worth clients, providing expert advice on investment opportunities and helping them achieve their financial goals.

This role requires excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders. The ideal candidate will have a strong understanding of financial markets and instruments, as well as the ability to stay up-to-date with industry trends and developments.

In this role, you will work closely with colleagues to develop and implement customized investment strategies for clients, while also identifying new business opportunities and driving revenue growth.

Required Skills and Qualifications

To be considered for this role, you must have:

  • A bachelor's degree in finance, economics or a related field
  • Minimum 3 years' experience in wealth management or a related field
  • Proven track record of success in sales and relationship-building
  • Strong technical skills in financial planning and analysis
  • Excellent communication and presentation skills
Benefits

This is an excellent opportunity to join a dynamic team and contribute to the growth and success of our organization. In addition to a competitive salary and benefits package, we offer:

  • A collaborative and supportive work environment
  • Ongoing training and development opportunities
  • The chance to work with a talented team of professionals
Others

We are committed to equal opportunities and welcome applications from diverse candidates. If you are a motivated and ambitious individual looking for a challenging and rewarding role, please submit your application.

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