The successful candidate will have an understanding of financial planning principles and be able to identify client needs, recommend suitable solutions, and contribute to sustainable growth.

Key responsibilities:

• Attract and acquire new high-net-worth clients
• Manage a portfolio of approximately 500-700 million pesos
• Conduct in-depth financial reviews of clients and prospects
• Analyse client situations, goals, and needs to recommend suitable financial solutions
• Promote portfolio growth in terms of assets under management, total operating income, and profitability
• Design and implement strategies to increase portfolio diversification
• Identify investment opportunities and recommend products
• Strengthen client retention and growth
• Generate new business through referrals and recommendations
• Maintain long-term relationships based on trust and quality service
• Collaborate with colleagues to offer integrated solutions
• Ensure clear and effective communication with clients and internal teams
• Comply with institutional guidelines and regulations

Requirements:

• Bachelor's degree in economics, administration, or related field
• Master's degree desirable
• Minimum 2 years of experience in banking or wealth management
• Experience in managing high-net-worth client portfolios
• AMIB Figure 3 certification required
• Intermediate to advanced English proficiency desirable

Technical knowledge:

• Financial markets and capital
• Investment products and solutions
• Financial instruments and diversification alternatives
• Financial planning and wealth analysis
• Macroeconomics and key economic variables
• Asset management and portfolio profitability
• Client profiling and knowledge
• Regulations and best practices for financial product sales

Competencies and skills:

• Client orientation and relationship-building
• Effective communication
• Negotiation and persuasion skills
• Commercial focus and results-driven approach
• Financial analysis capabilities
• Business opportunity identification
• Problem-solving
• Planning, organisation, and follow-up
• Collaborative work and synergy generation
• Adaptability and priority management
• Integrity, responsibility, and regulatory compliance

Key performance indicators:

• Assets under management growth
• Total operating income growth and portfolio profitability
• Client retention and satisfaction
• Acquisition of new clients
• Client and asset growth through referrals
• Product and solution diversification per client
• Commercial, regulatory, and service objective achievement

Job Data by YubHub.