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Wealth Relationship Manager

CTBC Bank Philippines

📍 Taguig Salary not disclosed Posted 2 Jul 2026 Active listing
  • English required

About this role

Summary from our partner feed — apply on the employer site for the full posting.

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. 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.

At a glance

Employer
CTBC Bank Philippines
Location
Taguig
Posted
2 Jul 2026
Source
en-ph.whatjobs.com

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