wealth development bank

JOB TITLE: Wealth & Banking Service Helpdesk AnalystOVERALL PURPOSE: This is not a typical service role. As a Wealth Solutions Center Service Specialist, you will be on the front line of the company's financial services delivery — supporting high-net-worth clients and their Wealth Advisors with precision, empathy, and expert knowledge.You'llwork inside a...

Gratitude Philippines is seeking a Wealth & Banking Service Helpdesk Analyst to support high-net-worth clients and Wealth Advisors with precision and empathy. The role involves owning the client experience, becoming an expert in wealth products, and delivering tailored solutions within regulatory frameworks. The position requires at least one year in client...

Gratitude Philippines is seeking a Wealth & Banking Service Helpdesk Analyst to support high-net-worth clients and Wealth Advisors across banking and financial services. The role involves handling service requests through phone, email, and digital channels, resolving queries, and ensuring compliant service delivery. The ideal candidate has experience in...

AddForce Human Resources Solution Inc. is seeking a Business Analyst to support the implementation of IT solutions for a banking client. The role focuses on translating business requirements into functional and technical specifications, bridging business and tech teams. The ideal candidate has a background in IT implementations, banking operations or wealth...

China Bank Group is seeking a Relationship Officer to manage and grow a client portfolio by delivering personalized financial guidance, wealth management solutions, and exceptional service across banking and investment needs.You will conduct needs assessments, collaborate with branches, ensure KYC compliance, and pursue new business through referrals and...

A leading universal bank in the Philippines is seeking an experienced Relationship Manager in Davao City. The role involves driving business by prioritizing high-net-worth clients, providing innovative financial solutions, and ensuring customer satisfaction. Ideal candidates will have a strong background in client relationship management and financial...

Accenture is seeking a people-focused leader to guide a team delivering support to wealth and banking clients. You will supervise, coach, and mentor staff while ensuring service excellence and strong client relationships. You will collaborate with wealth advisors, monitor satisfaction, and drive improvements. This onsite role includes night shifts and...

Gratitude Philippines seeks a Wealth & Banking Service Quality Senior Analyst to join our team in Manila. This role focuses on quality auditing for wealth and banking services, owning processes, and delivering high-quality solutions with cross-functional collaboration.You will mentor teammates, drive improvements, and ensure clear documentation while...

A financial institution in Metro Manila is seeking a Relationship Manager to enhance business through innovative financial solutions for high-net-worth clients. The role involves driving sales targets, conducting financial analysis, and maintaining strong client relationships. Candidates should have a Bachelor's degree in relevant fields, licensing in...

A major banking institution in the Philippines is seeking a Relationship Manager in Cebu. This role involves driving business by prioritizing high-net-worth clients, providing financial solutions, and ensuring customer satisfaction. Candidates should have a Bachelor's degree in relevant fields and 2 to 5 years of sales experience in retail banking....

Security Bank Corp is seeking a Wealth Manager to lead the Wealth Management Group and build a portfolio of high net-worth clients with personalized advisory services.You will develop sales plans, nurture long-term client relationships, stay informed on market developments, and ensure product suitability through strategic investment discussions and periodic...

BDO Unibank, Inc. in the Philippines is seeking an Assistant Relationship Manager to serve as the primary service contact for Private Bank clients. You will support onboarding, account servicing, transaction processing, report generation, and account management. You will work with the Private Banker to ensure sales compliance and maintain audit-ready...

Accenture is seeking a capable leader to manage a team that supports banking and wealth management clients in Metro Manila. You will drive operational performance while ensuring exceptional customer experiences. You will supervise inquiries via phone, email, and digital channels, coach staff, monitor performance metrics, and partner with advisors to improve...

Our Wealth Management group is looking for dynamic and experienced Relationship Managers who will partner with our clients in achieving their financial goals and provide expert advice on various financial matters.The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of...

A financial services provider is seeking a Relationship Manager to prioritize high-net-worth clients in Davao. This role involves driving business by providing innovative financial solutions and ensuring customer satisfaction. The ideal candidate will hold a relevant bachelor's degree, possess sales experience in retail banking, and have strong...

BDO Unibank, Inc. in the Philippines is seeking an Assistant Relationship Manager to serve as the primary service contact for Private Bank clients. You will support onboarding, account servicing, transaction processing, report generation, and account management.You will work with the Private Banker to ensure sales compliance and maintain audit-ready...

Gratitude Philippines is seeking experienced Wealth & Banking Service Helpdesk Analysts / Capital Markets Operations Analysts with strong enterprise technical support experience. The role involves managing incidents and service requests, troubleshooting enterprise devices and applications, supporting end users, and collaborating with internal technical teams...

International Private Bank, Vice President, Wealth Advisor, Spain Spain Job Identification Job Category Wealth Advisory Business Unit Asset & Wealth Management Posting Date 09/11/2026, 08:02 AM Locations Spain Job Schedule Full time Job Shift Day Job Description We're seeking talented team members with an entrepreneurial mindset to provide...

Accenture Philippines seeks a Client Service Team Lead to oversee a team supporting wealth and banking clients, delivering exceptional service across inquiries, account servicing, and operations. You will lead, coach, and partner with Wealth Advisors and internal groups, ensuring compliance, quality, and client satisfaction in a fast-paced, onsite...

Gratitude Philippines seeks a professional to provide voice-based client service for wealth and banking clients, acting as the main contact for requests, transactions, and service concerns via phone and electronic channels.You will build relationships with Wealth Advisors and internal teams, maintain CRM/Salesforce records, and consistently meet quality,...