Wealth Relationship Manager

CTBC Bank Philippines
Full-time Taguig, Metro Manila Other-General
Posted:
March 03, 2026
Location:
Taguig, Metro Manila, Philippines

Job 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.
Strong research and report-writing skills on global investment markets.
Excellent communication, interpersonal, a...

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Job Overview

Job Type: Full-time
Location: Taguig, Philippines
Posted: March 03, 2026
Deadline: April 12, 2026