Private Relationship Manager

3 days ago

Cagayan de Oro, Northern Mindanao, Philippines Tap Growth ai Full time ₱900,000 - ₱1,200,000 per year

We're Hiring: Private Relationship Manager
We are seeking a dedicated and professional Private Relationship Manager to provide personalized financial services and build lasting relationships with high-net-worth clients. The ideal candidate will have exceptional interpersonal skills, financial expertise, and the ability to understand and meet diverse client needs while delivering superior service excellence.

Location:
Cagayan de Oro, Philippines

Work Mode:
Work From Office

Role:
Private Relationship Manager

What You'll Do
Manage and nurture relationships with high-value private clients

Provide tailored financial advice and investment solutions

Analyze client portfolios and recommend strategic improvements

Conduct regular client meetings and reviews

Monitor market trends and communicate opportunities

Ensure compliance with regulatory requirements

What We're Looking For
Bachelor's degree in Finance, Business, or related field

3+ years experience in wealth management or private banking

Strong analytical and problem-solving skills

Excellent communication and presentation abilities

Professional certifications (CFA, CFP) preferred

Fluency in English and Filipino

Ready to make an impact? Apply now and let's grow together

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