Wealth Management Strategic Advisor

3 days ago


Pasig, National Capital Region, Philippines JKILC Full time

About the Role:

At JKILC, we seek an exceptional Wealth Management Strategic Advisor to spearhead our commercial banking operations. The ideal candidate will possess a bachelor's degree and at least 8 years of experience in the wealth management industry, with a proven track record as a director.

Responsibilities:

  • Develop and implement tailored solutions for commercial banking, enhancing operational effectiveness and service delivery.
  • Combine financial data and performance indicators to craft compelling stories.
  • Promote collaboration between business managers, financial teams, and project managers.
  • Conduct in-depth analysis and create executive-level presentations.
  • Employ statistical analytic techniques.
  • Oversee initiatives to enhance the business's financial results.
  • Identify, elevate, and mitigate potential business risks, including operational, legal, and regulatory concerns.
  • Assess financial performance, identify productivity initiatives, and oversee their implementation.


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