Skip to content

Wealth Management Relationship Manager (Makati, Pasig, Binondo, Quezon City)

Job Category:

Banking

Job Level:

Managerial

Open Date:

10-Apr-2019

Location:

CITY OF MAKATI

Close date:

17-May-2019

Client Overview:

About Security Bank

We are the Philippines’ largest independent bank, having won countless awards over the years including the most prestigious industry award in both 2015 and 2016—the Bank of the Year – Philippines by The Banker.

We’re changing how people bank. From the moment customers enter our branches to their experience online, we make them feel valued and empowered.

Now, with more than 300 branches spanning the country, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we’re far from done.

In our constant pursuit of excellence and improvement, we create teams that support our business and each other.

The Position

The Wealth Manager is the leader in building and growing the portfolio of high net-worth client and to nurture long term client relationships through wealth management advisory.

As a leader of the Wealth Management Group, you will be instrumental in fulfilling the bank’s promise of giving personalized and quality service to our clients. The Wealth Manager defines and enforces the standards and provides leadership and strategic direction in Wealth Management.

We are looking for a Wealth Manager who will bring fresh ideas and and expertise to the continuous improvement of our processes, and the passion when it comes to the spearheading of projects and tasks.

Security Bank’s mission is to meet our customers’ needs with intelligent and personalized solutions as we help them build for their future. Our Wealth Manager is crucial in completing that mission.

Client Industry:

BANKING

Job Description and Qualification:

The Position

The Wealth Manager is the leader in building and growing the portfolio of high net-worth client and to nurture long term client relationships through wealth management advisory.

As a leader of the Wealth Management Group, you will be instrumental in fulfilling the bank’s promise of giving personalized and quality service to our clients. The Wealth Manager defines and enforces the standards and provides leadership and strategic direction in Wealth Management.

We are looking for a Wealth Manager who will bring fresh ideas and and expertise to the continuous improvement of our processes, and the passion when it comes to the spearheading of projects and tasks.

Security Bank’s mission is to meet our customers’ needs with intelligent and personalized solutions as we help them build for their future. Our Wealth Manager is crucial in completing that mission.

Responsibilities:

  • Prepare and execute a robust sales plan to build pipeline for successful sales conversion.
  • Build long term client relationships by providing financial products and services tailored to clients’ wealth planning and long term investment needs.
  • Keep abreast of economic and financial market developments and its impact to various investments to enable clients to make informed investment decisions.
  • Ensure adherence to legal & regulatory requirements, risk management procedures and controls and compliance policies and guidelines, to avoid exposing the Bank to undue risk.

Qualifications

  • Bachelor’s Degree in Business Management, Economics, Finance; MBA/CFA a plus
  • At least 3 years experience in Relationship Management with a Private Bank or Preferred Banking of a universal bank
  • With previous certification/license from SEC for Fixed Income or Trust Institute or BAP for FX
  • Good grasp of financial market dynamics (i.e. Fixed income, equities, etc.)
  • Skills required: Sales-oriented, self-driven, customer-centric, strategic and planning skills, detail-oriented, organizational skills, multi-tasking

Salary:

0.00