Strategic Wealth Manager

3 weeks ago


Manila, National Capital Region, Philippines Click and Connect Online Limited Full time

Role Overview

Hebden Consulting is seeking a qualified Senior Wealth Manager to join their expanding global team in the Philippines.

Key Responsibilities

  1. Build and maintain strong, long-term relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
  2. Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.
  3. Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by Hebden Consulting.
  4. Monitor and manage client portfolios, staying up-to-date with global financial markets, economic trends, and investment opportunities.
  5. Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
  6. Ensure all advisory activities comply with regulatory standards and company policies.
  7. 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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