Relationship Associate - Wealth Management
Location
makati, metro manila
Job Type
Full-time
Category
Finance
Posted
June 01, 2026
Job Summary
- Responsible in servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken.
How will you contribute?
- Assists the Relationship Manager (RM) in regularly and continuously servicing Wealth Management clients that provide substantial businesses to the Bank in terms of investments and growth in total assets under management (AUM).
- Supports RM with tasks and projects being undertaken.
- Provides close coordination with RM in regard to client’s transaction activities and documentation requirements, investments, placements and opening of account. Checks documents submitted and signed by clients as a result of bookings with Wealth Management.
- Ensures completeness and accuracy of documents from clients with regards to opening of accounts, loan application and investment bookings in compliance with the Bank as well as legal and ...