Private Wealth Manager

2 weeks ago


Manila, National Capital Region, Philippines Bank of the Philippine Islands Full time

We are looking for a highly motivated and organized individual to fill the role of Private Wealth Manager at Bank of the Philippine Islands. As a Private Wealth Manager, you will be responsible for providing exceptional client service and growing their wealth.

Responsibilities:

  • Manage client accounts and grow their portfolios
  • Provide investment advice and recommendations
  • Undertake periodic visits to clients to maintain relationships
  • Review client portfolios and identify opportunities
  • Develop and implement strategies to grow client wealth

Requirements:

  • Bachelor's Degree or higher
  • Preferably with experience in banking and finance
  • Knowledge of trust business, investments, and financial markets
  • Excellent communication and analytical skills

Seniority Level: Entry level
Employment Type: Full-time
Job Function: Sales and Business Development
Industries: Banking



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