Private Wealth Relationship Manager (Ortigas & South Luzon)

About the job Private Wealth Relationship Manager (Ortigas & South Luzon)

Title: Relationship Manager - Private Wealth Banking

Company: Local Bank

Position Type: Full-Time

Reporting to: Department Head, Private Wealth Banking

Headcount : 2

Job brief

The Relationship Manager (RM) is the primary link between the bank and its High Net Worth Individual (HNWI) clients. The RM manages client relationships end-to-end, from onboarding to portfolio management, ensuring alignment with each clients investment profile and risk appetite. This role is central to driving business growth by achieving financial targets, growing assets under management (AUM), and deepening wallet share, while delivering the banks signature standard of customer service.

Responsibilities

• Acquire and onboard new HNWI clients through referrals, market development, and collaboration...