Wealth Solutions Manager

A promising Wealth Solutions Manager job has opened up at a wealth management team in Makati.

About the Wealth Solutions Manager Role:
In this role, you will be contributing to the growth and development of the wealth management team by servicing the affluent clients and achieving set financial targets.

Key Responsibilities:

• Achieve the department’s financial targets and contribute to the overall business profitability
• Grow, deepen, and maintain relationships with affluent clients, ensuring good understanding of their investment needs and becoming trusted investment advisers
• Actively participate in deepening client market acumen and investment knowledge
• Increase investment penetration through asset allocation and portfolio diversification and rebalancing strategies

To succeed in this Wealth Solutions Manager role, you must have a strong knowledge and experience in selling investment products.

Key Requirements:

• A minimum of seven years of work experience in the fields of banking or asset management, particularly in the function of treasury and investment product management
• In-depth knowledge and understanding of economics, financial markets and asset management products
• Strong customer orientation with an 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 needs no further introduction.

If you are driven, determined, and want to take the next step in your career, this Wealth Solutions Manager role is right for you.

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.