Found Description
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.
What We’re Looking For:
- Bachelor’s degree or higher in a related field.
- 5+ years of experience as an Investment Consultant or in wealth management.
Ready to Apply?
Submit your application for Wealth Relationship Manager at CTBC Bank Philippines
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