Job title: Wealth Solutions Manager
Job type: Full-Time
Emp type: Full-time
Industry: Private Equity, Venture Capital, and Investment Banking
Functional Expertise: Sales & Marketing
Skills: Sales Business Development
Job published: 2024-02-13
Job ID: 37448

Job Description

A Wealth Manager is focused on the growth of the Assets Under Management (AUM) through the conversion of prospects and leads that are provided through a variety of sources such as social media campaigns, events, staff referrals , client referrals, their organic network and through partnerships with a growing number of Independent Wealth Consultants.

Key Responsibilities:

  • Contribute to the YOY business growth in terms of Assets Under Management and Revenue.
  • Develops, coordinates and maintains relationships with Independent Wealth Consultants (IWCs) in order to build and maintain with them their IWC portfolios
  • Actively engages all leads generated by various acquisition sources including the IWC’s leads, business generated leads from acquisitions campaigns, leads from own organic network and converts them to clients, effectively handling their onboarding by coaching clients through the expected services.
  • Actively builds, develops, coordinates, maintains, enhances relationships with existing clients which consequently grows Assets Under Management
  • Develops, enhances and updates to keep current effective presentations and sales pitches by maximizing the use of available tools and digital platforms
  • Assists in identifying client needs and be able to work closely with internal units to provide solutions and communicate these to the customer including the identification of potential portfolio strategies
  • Actively participate in deepening client market acumen and investment knowledge
  • Keep the client's Wealth Team abreast of industry developments by active participation in Associations  and industry events specially where they can network, meet and influence potential Independent Wealth Consultants.
  • Comply with regulatory requirements, company and group policies; maintain compliance awareness

Competencies required

  • Comprehensive knowledge of relevant rules and regulations of the financial markets, asset management and trust industries
  • Technical Investment products knowledge with hands-on experience in the creation or sales of investment products and portfolio strategies. Experience and knowledge of equity, fixed income and alternative investments, including Gold, Commodities, REITs, Real Assets, Hedge Funds, Private Credit and Private Equity
  • Strong English communication skills (both written and verbal) and interpersonal skills
  • Marketing-oriented, quick thinker, creative
  • Detail oriented
  • Customer-focused
  • Basic knowledge of Microsoft Excel, PowerPoint
  • Has a proven high level of integrity
  • Has shown grit in facing tough life challenges
  • Has track record of initiatives in self improvement and additional education taken in the field of investments and financial advisory
  • Values being dependable and responsible for others


  • A minimum of 5 years work experience in the fields of banking or asset management, particularly in the function of treasury and investment product management. Having a significantly sized portfolio of Sales clients is a BONUS.
  • Relevant educational qualifications, preferably a university degree in business, economics or finance-related courses.
  • With an in-depth knowledge and understanding of economics, financial markets and asset management products

Work Set-up: Day Shift and Hybrid (2-3x onsite) 

Work Location: Makati City