Private Wealth Manager
2 weeks ago
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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