Wealth Management - Metro Manila

Work Location : Taguig City - Onsite · Night Shift · QUALIFICATIONS · At least 5 to 10 years as a Manager, Service Delivery Manager, or in an equivalent leadership role. · Minimum of 2 years in Banking/Financial Services Operations in a managerial capacity, with expertise in area ...

Description · Be part of a team who designs, develops, and delivers impactful learning initiatives that support training and knowledge needs. · As an Associate Developer & Facilitator within the Wealth Management Service & Administration Training & Talent Development team, you wi ...

Wealth ManagementCome join the Quality Assurance Leadership team and be a driving force in ensuring procedures that are tied to compliance and governmental regulations. · ...

Work Location : Taguig City - Onsite · Night Shift · QUALIFICATIONS · At least 5 to 10 years as a Manager, Service Delivery Manager, or in an equivalent leadership role. · Minimum of 2 years in Banking/Financial Services Operations in a managerial capacity, with expertise in area ...

The VP role will lead a team of quality control checks for the Credit Middle Office operations encompassing PBA and IPB regions. · Ensures supervision and oversight on Client set ups for line of credit facilities in the credit systems and confirmations that all required credit do ...

Description · Job summary  · The purpose of the job is to do administration and the maintenance of Private Banking credit facilities and exposures in line with Corporate Credit policy. The functions performed by this team are critical to protecting the bank from potential credit ...

The purpose of the job is to do administration and the maintenance of Private Banking credit facilities and exposures in line with Corporate Credit policy. · ...

Wealth Management Quality Assurance Leadership team seeks a Quality Manager to ensure compliance and governmental regulations. · ...

· About the Role · We are seeking a highly organized and detail-oriented Wealth Management Operations & Executive Assistant to support a financial advisory practice serving high-net-worth individuals. This role blends investment operations, client account maintenance, and execut ...

Primary task is to build, manage and sustain profitable client relationships that is either self- sourced or referred by branch or other units. Deliverable includes meeting the key targets in terms of Asset Under Management and Revenue by providing client with superior customer s ...

The Wealth Manager is responsible for advising high-net-worth clients on wealth planning investment strategies and financial solutions aligned with their long-term goals. · ...

The purpose of the job is to do administration and maintenance of Private Banking credit facilities. · Minimum 12+ years of work experience. · Prior exposure to traditional credit products. · ...

· Title: Relationship Manager - Private Wealth Banking · Location: Ortigas, Metro Manila & South Luzon, Philippines · Company: Local Bank · Position Type: Full-Time · Reporting to: Department Head, Private Wealth Banking · Headcount: 2 · Job brief · The Relationship Manager (RM) ...

Job Summary: · The Relationship Manager is the main touchpoint between the bank and the HNWI segment. The RM is accountable for his customer base's risk appetite and investment profiles, and serves as the primary delivery channel of the bank's brand of customer service. The RM co ...

Cross Border Wealth is a U.S.-based, SEC-registered global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals worldwide. · Headquartered in New York, with offices across the United States, Asia, and so ...

This is a part-time on-site role for a Private Wealth Management Specialist. The specialist will collaborate closely with clients to understand their financial goals and recommend personalized wealth management strategies. · Proven expertise in Financial Planning and Investment M ...

Job summaryCross border financial planning and investment management for U.S. connected individuals worldwide. · Serve as primary advisor for an assigned portfolio of international clients. · ...

We hone future leaders at Metrobank, providing opportunities to enhance your skills and unlock your talents. We supply you with all the pieces you need to do your best work and help you secure your future and lead a fulfilling career. · ...

· ZigZag is looking for a Wealth Management Admin (AU Account) to join our team · For Employee Referrals: · Please send your referrals to or via Employee Referral Link · *You must be willing to report onsite in Ortigas from Monday to Friday 7am to 4pm/6am to 3pm Manila ...

· ZigZag is looking for a Wealth Management Admin (AU Account) to join our team  · *You must be willing to report onsite in Ortigas from Monday to Friday 7am to 4pm/6am to 3pm Manila time  · *Global exposure opportunity  · *With clear career path and growth · About the Client · ...