Client Portfolio Manager

2 days ago

Cebu City, Central Visayas, Philippines beBeeRelationship Full time ₱800,000 - ₱1,200,000
Job Overview

The role of the Private Wealth Relationship Manager involves managing a portfolio of high net worth clients and growing revenue through effective relationship management.

Main Responsibilities
  • Manage client portfolios, ensuring adherence to investment guidelines and regulatory requirements.
  • Coordinate with internal departments to execute client instructions, including contributions, withdrawals, and trades.
  • Build and maintain relationships with high net worth individuals through regular visits and communication.
  • Provide investment advice and recommendations to clients based on their financial goals and risk tolerance.
  • Address client concerns and inquiries in a timely and professional manner.
  • Act as an alternate officer in the absence of other Relationship Managers.
Required Skills and Qualifications
  • Bachelor's Degree in a relevant field.
  • Preferably a Master's degree or further business studies.
  • Experience in the banking industry is preferred.
  • Knowledge of trust business, investments, securities, and financial markets.
  • Proficiency in Microsoft Office applications.
  • Strong communication, analytical, and presentation skills.

  • Portfolio Manager

    3 days ago

    Cebu City, Central Visayas, Philippines beBeePortfolio Full time ₱900,000 - ₱1,200,000

    Job Title:Portfolio ManagerThe role of Portfolio Manager is to oversee the entire portfolio lifecycle, from initiation to closure. This includes managing all project activities, ensuring that projects are delivered on time, within budget, and to the required quality standards.Required Skills and QualificationsTo succeed in this role, you will need to possess...

  • Senior Portfolio Optimization Specialist

    1 week ago

    Cebu City, Central Visayas, Philippines beBeeInvestment Full time

    **Portfolio Rebalancing Associate Role Overview**We are seeking a detail-oriented and proactive Portfolio Rebalancing Associate to oversee our portfolio rebalancing system. In this role, you will be responsible for implementing investment allocation models, managing clients' requests for funds, monitoring cash balances, executing trades on a weekly basis,...

  • Insurance Portfolio Manager

    2 days ago

    Cebu City, Central Visayas, Philippines beBeeUnderwriting Full time ₱800,000 - ₱1,200,000

    Medical Underwriting Assistant RoleWe are seeking an experienced Medical Underwriter to join our team. In this role, you will be responsible for providing strategic direction for underwriting portfolios and ensuring growth and profitability.The ideal candidate will have a strong analytical mind and excellent communication skills, with the ability to work...

  • Portfolio Risk Management Specialist

    7 days ago

    Cebu City, Central Visayas, Philippines beBeeCredit Full time ₱800,000 - ₱1,200,000

    Leadership Development Opportunity:We are seeking a talented and results-driven professional to join our Credit Team as a Portfolio Manager.This role is ideal for individuals who thrive in fast-paced environments and have a passion for credit risk management.As a Portfolio Manager, you will be responsible for overseeing the credit portfolio, analyzing credit...

  • Relationship Portfolio Manager

    4 days ago

    Cebu City, Central Visayas, Philippines beBeeRelationship Full time ₱450,000 - ₱900,000

    Key ResponsibilitiesThis position is responsible for managing the bank's loan portfolio, identifying new business opportunities and developing strategies to grow existing relationships.Conduct credit evaluations and prepare credit memoranda for approval.Develop and implement plans to increase sales and improve customer satisfaction.Maintain accurate records...

  • Accounts Receivable Portfolio Manager

    7 days ago

    Cebu City, Central Visayas, Philippines beBeeLeadership Full time ₱900,000 - ₱1,200,000

    Logistics plays a vital role in our daily lives, affecting the goods we consume and the healthcare we rely on.Kuehne+Nagel's work extends beyond logistics; it enables both ordinary and special moments in people's lives worldwide.We are a global leader with a strong heritage, offering a safe, stable environment where careers can make a real difference.We help...

  • Insurance Portfolio Strategist

    2 days ago

    Cebu City, Central Visayas, Philippines beBeeStrategist Full time ₱900,000 - ₱1,200,000

    Job Title: Insurance Portfolio StrategistAbout the Role:This is a challenging and rewarding role where you will be responsible for providing strategic direction to insurance portfolios, driving growth and profitability.Key Responsibilities:Manage renewal portfolios and new business targets to achieve set goals.Monitor and review underwriting standards,...

  • Client Relationship Manager

    21 hours ago

    Cebu City, Central Visayas, Philippines VA Platinum | Outsourcing Experts Full time ₱600,000 - ₱1,000,000 per year

    Do you love building meaningful connections and keeping clients happy?Are you a pro at juggling client needs and finding win-win solutions?Ready to team up with Sales and Business Operations to keep our clients thrilled?Let's talk about how you can make a real impact hereAbout the CompanyVA Platinum is a leading provider of premium virtual assistant (VA)...

  • Credit Portfolio Executive

    7 days ago

    Cebu City, Central Visayas, Philippines beBeePortfolio Full time ₱800,000 - ₱1,200,000

    We are seeking a proactive leader to manage our credit portfolio. This individual will be responsible for overseeing the analysis and evaluation of loan proposals, ensuring timely completion of account renewals, and performing effective portfolio management.Responsibilities:Supervise and review the analysis & evaluation of loan proposals from various...

  • Credit Portfolio Manager

    7 days ago

    Cebu City, Central Visayas, Philippines Metrobank Full time

    Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career....