Private Relationship Manager
4 days ago
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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