Private Relationship Manager

Tap Growth ai

Benguet Cagayan de Oro City, Misamis Oriental
Permanent
Full-time

3 days ago

🌟 We're Hiring: Private Relationship Manager! 🌟We are seeking a dedicated and professional Private Relationship Manager to provide personalized financial services and build lasting relationships with high-net-worth clients. The ideal candidate will have exceptional interpersonal skills, financial expertise, and the ability to understand and meet diverse client needs while delivering superior service excellence.📍 Location: Cagayan de Oro, Philippines
⏰ Work Mode: Work From Office
💼 Role: Private Relationship ManagerWhat You'll Do:
🎯 Manage and nurture relationships with high-value private clients
💰 Provide tailored financial advice and investment solutions
📈 Analyze client portfolios and recommend strategic improvements
🤝 Conduct regular client meetings and reviews
📊 Monitor market trends and communicate opportunities
🔒 Ensure compliance with regulatory requirementsWhat We're Looking For:
✅ Bachelor's degree in Finance, Business, or related field
✅ 3+ years experience in wealth management or private banking
✅ Strong analytical and problem-solving skills
✅ Excellent communication and presentation abilities
✅ Professional certifications (CFA, CFP) preferred
✅ Fluency in English and FilipinoReady to make an impact? 🚀 Apply now and let's grow together!

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