Wealth Acquisitions Manager
Salary Market Aligned
Consultant Micah Casem
Job Ref 1853150/001
Date posted 16 September 2022philippines banking-financial-services/consumer-banking 2022-09-16 2022-11-15 banking Manila National Capital Region PH Robert Walters https://www.robertwalters.com.ph https://www.robertwalters.com.ph/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png
An exciting Wealth Acquisitions Manager job has opened up in a wealth management team in Manila.
About the Wealth Acquisitions Manager Role:
In this role, you will be contributing to the growth and development of the wealth management team.
- Onboard and acquire new high net worth clients to bring into the bank
- Achieve the department’s financial targets and contribute to the overall business profitability
- Grow and deepen relationships with high net worth customers, ensuring good understanding of their investment needs and becoming trusted investment advisers
- Collaborate with branch partners on developing strategies to maintain strong relationships, anticipate customer needs, and provide high-quality service at all times
- Work closely with colleagues from product and service partners to identifying opportunities to strengthen relationships and provide technical advice to customers when necessary
- Monitor client portfolios and safeguard the bank’s interest and minimise operations and credit risk
To succeed in this Wealth Acquisition Manager job, you must have solid business development and relationship building skills, and strong knowledge of investments.
- Minimum of three years' significant work experience in wealth management or private banking
- Certified SEC Fixed Income Salesman is an advantage
- Good knowledge of the financial markets, investment products and services, and strong credit kills
- Strong customer orientation with inclination towards business development and sales
- Excellent written, communication, and interpersonal skills
- Strong motivation and personal drive to succeed, and ability to work with considerable autonomy and with a team
This company is much more than financial services and is anything but traditional. They have the people and ethos to act with speed, innovation, enterprise and creativity. The scope of the offer, the size of the business, the freedom and autonomy to drive your career forward all adds up to a great place to work.
If you are driven, determined and want to take the next step in your career, this is the role for you. Great career progression opportunities await in this Wealth Acquisitions Manager role.
Apply now to learn more.
Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.
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