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Wealth Manager - Sr.AVP-VP (Davao)

Job Category:

Banking

Job Level:

Managerial

Open Date:

08-Feb-2019

Location:

DAVAO CITY

Close date:

31-Mar-2019

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 5 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:

PHP 2 M – 2.9M