Relationship Manager
Manila, Philippines
3d ago

The Offer

  • Role within a leading wealth management firm
  • Exciting opportunity for early stage professionals within Financial Services
  • Gain exposure to working with global accounts
  • The Job

    You will be responsible for :

  • Building a network of target prospects.
  • Acquiring, developing and servicing long-term relationships with clients.
  • Keeping a close eye on client conversions and sales cycles.
  • Studying investment profile and delivering solutions.
  • Collaborating with support functions, business partners, and product specialists to provide effective client solutions
  • Conducting regular checks on market and competitor trends.
  • Maintaining high ethical standards and strictly complying with policies, processes and regulations.
  • The Profile

  • Prior experience as a Client Relationship Associate / Manager would be highly preferred.
  • You have at least 1 year industry experience in Wealth Management.
  • Ability to handle multiple clients and prioritize projects is required.
  • Solid communication, interpersonal and presentation skills is a must.
  • You can network your way through any situation and have critical thinking ability along with solid analytical skills.
  • Proficiency in regional language would be required to interact with local clients and stakeholders.
  • The Employer

    Our client is a leading wealth management firm trading in global financial markets. Equipped with a rich investment expertise, they are a team of industry veterans, focussed on achieving their customers' investment objectives.

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