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

Qualifications

• 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

The role shall be responsible for overseeing the institution’s information and data security. The ISO shall manage the organization’s security posture, including risk assessments and incident response. It should function in partnership with both IT and business leadership to ensure that all systems are secure and compliant with industry standards. He/she shall be reporting directly to the Risk Management Head to maintain independent oversight.

KEY RESPONSIBILITIES:    

• Design and implement information security policies and procedures aligned with applicable laws and regulations to protect information assets from unauthorized access, use, or disclosure.
• Keep abreast on latest legislation, regulations, advisories, alerts and vulnerabilities that may pertain to and/or affect ATRAM and its business interests.
• Plan and schedule activities and/or tasks pertaining and relating to information security, including monitoring of IT health checks, and the performance of information security review
• Research and recommend security measures to be included in the installation of packages or new application programs.
• Develop and implement an active information security risk assessment program and routinely administer and monitor measures to ensure that ATRAM’s information facility, both physical and logical, is protected from potential breaches, threats and/or hacks emanating from either within or outside the entity.
• Develop and implement an incident reporting and response system to address information security breaches.
• Respond to alleged policy violations and/or complaints from external parties. 
• Identify recurring problem and initiate change requests meant to prevent the recurrence of breaches against information security. 
• Identify and manage risks to the confidentiality, integrity and availability of information assets.
• Ensure that all reported and/or recorded deviations against approved security and privacy policies and procedures went through Root Cause Analysis (RCA).  Ensure that the RCA is a standard attachment to all reports concerning deviations.
• Recommend new and enhanced work processes in close coordination with various business unit heads to provide corrective and preventive action to recurring problems.
• Coordinate the dissemination of information security policies, standards and procedures, and spearhead the development and delivery of educational and training awareness programs for all employees, authorized users and other stakeholders pertaining to information security and related laws and regulations.
• Monitor compliance with information security policies and procedures and takes corrective and preventive action as necessary.
• Conduct review of Information Security Manual (at least on an annual basis or interim) to incorporate updates in regulatory requirements and changes in processes to ensure that ATRAM policies are compliant with regulatory requirements and best practices.
• Perform other tasks as maybe assigned by the Risk Management Head.

QUALIFICATIONS & REQUIREMENTS:

• Technical competencies on IT Governance; Network Infrastructure and/or Systems Administration; Unified Threat Management or Unified Security Management; Configuration Management Database Administration; Project Management
• Good grasp of regulations and industry best practices
• Excellent problem solving and analytical skills
• Organizational skills
• At least 5 years experience in Information Security, Information Technology, or other related fields
• Preferably licensed and/or Certified (e.g., CISSP)
• Excellent project management, written and oral communications skills desired
• Ability to work collaboratively with personnel from all levels of organization
• Self-starter; able to work independently with minimum supervision

Work Arrangement: Hybrid set up (2 – 3 times onsite)

Location: 8th Rockwell, Makati

The Institutional Sales Relationship Manager is responsible for helping drive the YoY business growth through the acquisition and management of new clients together with the support of an Institutional Sales Associate and where appropriate, in partnership with Independent Wealth Consultants.

KEY RESPONSIBILITIES

You will:

• Identify new business opportunities and acquire new clients from the targeted sectors of institutions
• Identify new business opportunities from existing Institutional clients
• Develop effective presentations and sales pitches backed by well researched data and understanding of the potential institutional clients
• dentify client needs and be able to work closely with internal units to provide the solutions that will fulfill the client needs.
• ctively participate in associations and industry events in order to keep up with trends and opportunities
• Build strong and productive relationships across all internal product, client services, operations and marketing areas
• Comply with regulatory requirements, company and group policies, maintain compliance awareness
• Implement sales and marketing strategies of the ATRAM Institutional and Solutions Business

QUALIFICATIONS & REQUIREMENTS:

• Minimum of 5 years experience in the fields of corporate banking sales, treasury sales, investor relations
• Relevant educational qualifications, preferably a university degree in business or finance fields
• With applied experience in economics, financial markets and asset management products
• Possessing Professional Certifications such as Certified Investment Solicitor, Treasury Professional are a PLUS
• Comprehensive knowledge of relevant rules and regulations of the financial markets, asset management, trust and the specific target sector and industries
• Strong communication skills {both written and verbal) and interpersonal skills
• Experienced presenter
• A quick-thinker, creative and open-minded
• Detail-oriented
• Comprehensive knowledge of Microsoft Excel
• High facility with Power Point and/or CANVA applications
• High level of integrity with a customer-focused mindset
• Adaptability to different partners and decision makers of entities

Work Arrangement: Hybrid set up (2 – 3 times onsite)

Location: 8th Rockwell, Makati