Relationship Manager - Wealth Management

An opportunity is open for a Relationship Manager within the Wealth Management division at one of the Philippines’ most respected and expanding banks. This role will play a pivotal part in shaping the future of wealth management services. As part of a fresh and dynamic division, you will be empowered to build connections with high-net-worth clients, offering tailored investment solutions. If you are passionate about delivering exceptional client experiences, this is for you.

What you'll do:

As a Relationship Manager Wealth Management based in Bonifacio Global City, you will immerse yourself in an environment where every day brings new opportunities to connect with clients seeking expert guidance on their financial journeys. Your primary focus will be on fostering trust-based relationships with high-net-worth individuals by truly understanding their aspirations and crafting personalised investment strategies that align with their objectives. You will work hand-in-hand with colleagues across various departments—leveraging collective expertise—to deliver seamless service experiences that exceed expectations. By monitoring portfolios closely and staying attuned to market developments, you will ensure both client satisfaction and prudent risk management. Your ability to collaborate effectively within a supportive team will be key as you contribute ideas for enhancing processes while championing the highest standards of professionalism. This role offers the perfect blend of autonomy and teamwork, allowing you to make a tangible impact on both individual lives and the broader success of the wealth management division.

• Cultivate and deepen long-term relationships with high-net-worth individuals by understanding their unique investment needs and providing bespoke financial advice tailored to their goals.
• Collaborate closely with branch partners and internal teams to develop effective strategies that maintain strong client relationships while anticipating evolving customer requirements.
• Act as a trusted adviser by offering expert guidance on investment products and services, ensuring clients receive accurate information that supports informed decision-making.
• Monitor client portfolios diligently to safeguard both client interests and the bank’s reputation, proactively identifying potential risks and implementing measures to minimise operational or credit exposure.
• Work alongside product specialists and service partners to identify new opportunities for strengthening existing relationships through technical advice and innovative solutions.
• Contribute actively towards achieving departmental financial targets by driving business development initiatives focused on growing assets under management and increasing overall profitability.
• Deliver consistently high standards of customer service by responding promptly to enquiries, resolving issues efficiently, and maintaining open lines of communication with all stakeholders.
• Participate in regular training sessions and knowledge-sharing activities aimed at keeping abreast of market trends, regulatory changes, and best practices within wealth management.
• Support the wider team by sharing insights gained from client interactions, helping refine service offerings and contributing positively to a culture of continuous improvement.

What you bring:

To excel as a Relationship Manager Wealth Management in this esteemed institution, your background should reflect substantial hands-on experience within private banking or wealth management settings where relationship-building was central to your responsibilities. Your familiarity with financial markets will allow you to offer insightful perspectives on investment options while maintaining vigilance over portfolio health. Beyond technical acumen, your interpersonal strengths—such as empathy, active listening, and clear communication—will set you apart as someone who inspires confidence among discerning clients. You bring not only industry-specific expertise but also a genuine enthusiasm for working collaboratively towards shared goals. Your approachability ensures clients feel supported throughout their journey while your attention to detail safeguards their interests at every turn. A willingness to embrace ongoing learning opportunities demonstrates your commitment both to personal growth and delivering ever-improving service quality.

• At least three years of relevant experience in wealth management or private banking environments where you have demonstrated proficiency in managing sophisticated client relationships.
• Certification as an SEC Fixed Income Salesman is considered advantageous but not mandatory; willingness to pursue further qualifications is highly valued.
• Comprehensive understanding of financial markets coupled with deep knowledge of investment products, services, and associated credit considerations.
• Proven track record in business development activities focused on acquiring new clients while nurturing existing ones through attentive service delivery.
• Exceptional written communication abilities complemented by strong interpersonal skills that enable you to engage empathetically with clients from diverse backgrounds.
• Demonstrated motivation for achieving results within collaborative settings; able to work independently when required yet thrive as part of an interdependent team.
• Commitment to upholding ethical standards in all dealings while displaying sensitivity towards confidential information shared by clients.
• Capacity for analytical thinking when assessing portfolio performance or identifying emerging risks within complex financial landscapes.
• Genuine passion for supporting others’ success—both clients’ financial wellbeing and colleagues’ professional growth—through knowledge sharing and encouragement.

Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.