Private Wealth Relationship Manager

3 days ago

Manila, National Capital Region, Philippines Atlantis Consulting Full time ₱1,500,000 - ₱2,000,000 per year


Title: Relationship Manager - Private Wealth Banking

Location: Ortigas, Metro Manila & South Luzon, Philippines

Company: Local Bank

Position Type: Full-Time

Reporting to: Department Head, Private Wealth Banking

Headcount: 2

Job brief

The Relationship Manager (RM) is the primary link between the bank and its High Net Worth Individual (HNWI) clients. The RM manages client relationships end-to-end, from onboarding to portfolio management, ensuring alignment with each clients investment profile and risk appetite. This role is central to driving business growth by achieving financial targets, growing assets under management (AUM), and deepening wallet share, while delivering the banks signature standard of customer service.

Responsibilities
  • Acquire and onboard new HNWI clients through referrals, market development, and collaboration with internal banking teams.
  • Complete client onboarding requirements with PW Support, ensuring compliance and smooth handover to leadership.
  • Build and maintain strong client relationships by understanding financial goals, risk appetite, and investment needs.
  • Conduct portfolio reviews and recommend tailored financial and investment solutions to grow AUM and wallet share.
  • Drive business growth by cross-selling products, expanding client engagement, and identifying new market opportunities.
  • Ensure full compliance with AML, audit, and regulatory standards while maintaining accurate client records and risk controls.
Requirements
  • Bachelors degree in Business, Finance, Economics, or related field; MBA is an advantage.
  • At least 3 years of sales experience in banking or financial services, preferably handling HNWI or investment clients.
  • Strong analytical skills with the ability to assess client profiles and recommend appropriate financial solutions.
  • Excellent communication and interpersonal skills, confident in engaging senior clients and internal stakeholders.

As a Relationship Manager in Private Wealth, you will play a pivotal role in expanding the banks reach in the HNWI segment while delivering personalized financial solutions that make a meaningful impact. This is an opportunity to grow your career in a prestigious banking environment while building deep, lasting client relationships.

Submit your resume to or click the "Apply" link below.

#PrivateWealth #RelationshipManager #BankingCareers #FinanceJobs #HNWI #PhilippinesJobs


  • Senior Relationship Manager – Private Wealth

    3 days ago

    Manila, National Capital Region, Philippines Viventis Search Asia Full time

    Relationship Manager – Private Wealth (Singapore Relocation Opportunity)We are seekingexperienced and client-driven Relationship Managersspecializing inPrivate Wealth Managementto join one of thepremier universal banks and leading financial institutions in the Philippines. This is an exciting opportunity for banking professionals who are ready toexpand...

  • Relationship Manager

    3 days ago

    Manila, National Capital Region, Philippines Atlantis Consulting Full time ₱1,500,000 - ₱3,000,000 per year

    Job Title: Relationship Manager Wealth ManagementCompany: Multinational BankLocation: Makati City, PhilippinesPosition Type: Full-timeHeadcount: 5Job BriefA prestigious international bank is seeking a proactive and entrepreneurial Relationship Manager for Wealth Management to lead the acquisition and growth of its High Net Worth Individual (HNWI) client...

  • Wealth Sales Relationship Manager

    5 days ago

    Manila, National Capital Region, Philippines HSBC Full time ₱1,200,000 - ₱2,400,000 per year

    Some careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...

  • Junior Wealth Sales Relationship Manager

    3 days ago

    Manila, National Capital Region, Philippines Group of Companies Full time ₱27,000 - ₱60,000 per year

    Role OverviewThe Junior Wealth Sales Relationship Manager is a client-facing role responsible for managing a portfolio of Premier customers. This position requires professionalism, client focus, and a strong foundation in financial planning. The role supports the growth of the bank's investment business, including insurance, funds, and fixed income, by...

  • Financial Wealth Planner

    5 days ago

    Manila, National Capital Region, Philippines JMJ Wealth Planners Full time ₱1,200,000 - ₱2,400,000 per year

    Company DescriptionIf you're looking for a sign to make your next best career move, FWD Life Insurance has an exciting opportunity for you.For more information, please visit Role DescriptionProvide personalized financial planning and wealth management advice to clients aligned with their short- and long-term financial goals.Analyze clients' financial...

  • Wealth Management

    5 days ago

    Manila, National Capital Region, Philippines JPMorganChase Full time $150,000 - $200,000 per year

    JOB DESCRIPTIONJoin J.P. Morgan, a leading global financial services firm with over 200 years of history. Be at the forefront of quality management within our Asset & Wealth Management – Corporate Centers, Philippines. With client assets of $2.4 trillion, we are a global leader in investment and wealth management. Make your mark by driving continuous...

  • Wealth Management

    5 days ago

    Manila, National Capital Region, Philippines JPMorganChase Full time ₱1,500,000 - ₱3,000,000 per year

    Job DescriptionJoin J.P. Morgan, a leading global financial services firm with over 200 years of history. Be at the forefront of quality management within our Asset & Wealth Management – Corporate Centers, Philippines. With client assets of $2.4 trillion, we are a global leader in investment and wealth management. Make your mark by driving continuous...

  • Wealth Management Operations, Credit

    5 days ago

    Manila, National Capital Region, Philippines JPMorganChase Full time ₱900,000 - ₱1,200,000 per year

    JOB DESCRIPTIONJoin J.P. Morgan, a global leader in financial services, and make your mark in our Asset & Wealth Management division. Unlock your potential by contributing to our quality control initiatives and driving process improvements.As a Quality Control Team Lead in the Credit Operations group within J.P. Morgan Asset & Wealth Management, you will...

  • Wealth Relationship Manager

    3 days ago

    Manila, National Capital Region, Philippines Tap Growth ai Full time

    We're Hiring: Relationship Manager We are seeking a dynamic and results-oriented Relationship Manager to cultivate and enhance client relationships, ensuring customer satisfaction and loyalty. The ideal candidate will have excellent interpersonal skills, a strong understanding of client needs, and the ability to drive business growth through effective...

  • Asset & Wealth Management - Fraud Prevention Analyst

    5 days ago

    Manila, National Capital Region, Philippines JPMorganChase Full time ₱30,000 - ₱120,000 per year

    JOB DESCRIPTIONShape the future of fraud prevention in Asset and Wealth Management.As an Asset and Wealth Management Fraud Management Analyst in the Fraud Management team, you will play a critical role in safeguarding our clients and the firm from fraud. You will review high-risk money movement transactions, collaborate with clients and internal partners,...