Wealth Management - Relationship Manager (Ortigas)
Location
Pasig, National Capital Region
Job Type
Full-time
Category
other-general
Posted
June 04, 2026
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 helping individuals achieve their economic aspirations.
As a Relationship Manager, you are expected to have the role's identified competencies and responsibilities:
Business and Client Management
- Understand client preference by profiling, probing and assessing clients' background, motivations, investment needs, financial objectives, financial situation to proactively provide wealth management solutions.
- Understand financial markets, investment products, and wealth management principles
- Recommend suitable i...