Wealth Relationship Manager - Taguig - CTBC Bank Philippines

    CTBC Bank Philippines
    CTBC Bank Philippines Taguig

    18 oras ang nakalipas

    Banking / Loans
    Paglalarawan

    Are you passionate about guiding clients toward financial success? Do you thrive in dynamic investment environments and enjoy shaping strategies that make a real impact? Join our team to help us empower clients to achieve their goals.

    What You'll Do:

    • Partner with Relationship Managers to deeply understand client needs and identify timely investment opportunities.
    • Recommend tailored strategies across cash management, insurance, and investment planning.
    • Provide market insights and deliver training sessions to strengthen our sales teams.
    • Collaborate with product teams to design innovative investment solutions.
    • Drive sales plans and achieve distribution targets while ensuring top-tier client service.

    What We're Looking For:

    • Bachelor's degree or higher in a related field.
    • 5+ years of experience as an Investment Consultant or in wealth management.
    • Strong research and report-writing skills on global investment markets.
    • Excellent communication, interpersonal, and presentation abilities.
    • Fluent in English, both spoken and written.

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Taguig