AVP - Wealth and Fund Management
6 days ago
Position:
AVP
- Wealth and Fund Management
Location:
Taguig Site
Schedule:
Night Shift
Work Set-up:
On Site
Employment Type:
Full Time and Direct Hire
The
AVP for Wealth and Fund Management
is responsible for leading investment strategies, managing client portfolios, and ensuring optimal asset allocation to meet clients' financial goals. The role oversees a team of wealth advisors, investment analysts, and relationship managers, while ensuring compliance with regulatory standards and organizational objectives.
- Portfolio Management & Strategy
- Client & Relationship Management
- Leadership & Team Management
- Risk & Compliance
- Business Growth & Strategy
Job Qualification:
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Minimum
10–15 years
of progressive experience in wealth management, asset management, or investment advisory. - With wealth & asset management + SWIFT
- Proven track record in managing high-value portfolios and delivering consistent investment performance.
- Exceptional leadership and people management skills, with the ability to inspire high-performing teams
- Deep understanding of financial markets, investment products, asset classes (equities, fixed income, alternatives, real estate, private equity).
-
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