Strategic Wealth Manager
6 days ago
Role Overview
Hebden Consulting is seeking a qualified Senior Wealth Manager to join their expanding global team in the Philippines.
Key Responsibilities
- Build and maintain strong, long-term relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
- Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
- Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by Hebden Consulting.
- Monitor and manage client portfolios, staying up-to-date with global financial markets, economic trends, and investment opportunities.
- Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
- Ensure all advisory activities comply with regulatory standards and company policies.
- Collaborate with internal teams to deliver comprehensive wealth management solutions.
Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or a related field, with a Master's degree or professional certifications (e.g., DipFa, CFA, CFP) required.
- Minimum 5-7 years of international experience in wealth management and financial advisory, with an international transferable client portfolio and AUM.
- Strong analytical and quantitative skills, excellent communication and interpersonal skills, and proven ability to build and maintain relationships with affluent clients.
What We Offer
- Competitive compensation package with attractive income retention.
- Comprehensive benefits with long-term incentives.
- Opportunities for professional growth and development in a collaborative and innovative work environment.
Hebden Consulting prioritizes understanding clients as individuals and creating tailored financial plans to help them achieve their life goals. If you're a results-driven Senior Wealth Manager looking to make a meaningful impact in the Philippines, apply with your resume and a cover letter detailing your qualifications and experience.
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