Private Wealth Relationship Manager - Metro Manila - Cross Border Wealth

    Cross Border Wealth
    Cross Border Wealth Metro Manila

    9 oras ang nakalipas

    ₱700,000 - ₱2,000,000 (PHP) bawat taon * Accounting / Finance
    Paglalarawan

    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 soon in Europe, we advise globally mobile professionals, executives, and families navigating U.S. retirement assets, international considerations, and long-term wealth strategy across jurisdictions.

    We are hiring a Private Wealth Relationship Manager | International Wealth Manager to assume responsibility for an assigned portfolio of international client relationships and onboard qualified, internally referred prospects. The focus is on long-term relationship stewardship, portfolio oversight, and disciplined growth - not transactional product sales.

    This is a relationship-ledadvisory role designed for experienced professionals such as:

    • Private bankers
    • Wealth managers
    • Senior relationship managers
    • Investment advisors

    Core Responsibilities

    Client Relationship Management

    • Serve as primary advisor for an assigned portfolio of international clients
    • Lead structured review meetings and maintain relationship continuity
    • Maintain a consistent, high-caliber client experience aligned with firm standards

    Referral-Based Growth

    • Convert internally referred prospects in to long-term advisory relationships
    • Support rollover and asset consolidation initiatives for qualified prospects
    • Contribute to net new asset growth within the assigned segment
    • Collaborate with senior advisors for seamless client transitions

    Investment Oversight

    • Implement and monitor model-based portfolios aligned to client objectives
    • Coordinate with the Investment Specialist on complex allocation or strategy
    • Ensure portfolios remain consistent with firm risk and investment guidelines

    Client Experience & Coordination

    • Partner with Client Services to deliver responsive, high-quality support
    • Coordinate operational workflows and custodian-related processes
    • Maintain accurate documentation and CRM records

    Qualifications

    Required

    • Client-facing experience in wealth management, private banking, or investment advisory
    • Ability to independently manage advisory relationships
    • Strong investment discussion capability (asset allocation, retirement planning, portfolio review)
    • Professional-level English fluency
    • Strong organization, follow-through, and ownership mindset

    Licensing Requirement

    • Candidates must hold (or be eligible to obtain) U.S. securities licensing (Series 65 or equivalent).

    Preferred

    • Experience working with internationally based orcross-border clients
    • Familiarity with U.S. retirement plans (401(k),IRA, rollovers)
    • CFP, ChFC, or similar designation (or inprogress)

    Pay Range and Benefits

    • Competitive base salary
    • Performance-based incentives (including conversion of referred prospects and net new assets)
    • Monthly compensation range: ₱100,000 – ₱250,000 (based on experience and licensing)
    • Health insurance
    • Paid leaves and holidays
    • Structured progression toward senior advisory responsibility

    This role offers meaningful exposure to international clients, cross-border complexity, and long-term advisory growth within a U.S.-registered investment advisory firm

    Schedule and Work Setup

    • Monday to Friday
    • Office-based (Alabang, Muntinlupa)
    * Ang saklaw ng suweldo na ito ay isang pagtatantya na ginawa ng beBee
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