About You & the Role

The Wealth Associate is responsible for assisting the RO in marketing WMG products and services to existing and potential customers, building customer relationship and performing portfolio management and account administration; ensure delivery of high-quality customer experience by actively assisting in all relationship, customer service and wealth management activities of the RO; responsible for creation, maintenance and safekeeping of customer, account and transaction records

What You Will Be Doing

Assist Relationship Officers (ROs) in client acquisition, retention, and portfolio management
Support account activities (opening, maintenance, documentation, and transactions)
Coordinate and process client instructions with booking units and internal teams
Ensure timely and complete submission of transaction requirements and documents
Maintain accurate customer, account, and KYC records
Handle client inquiries and provide product information in the absence of the RO
Support sales and client engagement activities, including meeting preparation
Adhere to compliance requirements (KYC, CDD, policies, and procedures)
Perform administrative and reporting tasks to support daily operations

What Success Looks Like

Delivers timely and accurate processing of client transactions
Provides responsive and high-quality client support
Maintains complete and up-to-date client and account records
Ensures smooth coordination with ROs and internal teams
Submits complete documentation within required timelines
Adheres consistently to compliance and risk standards
Supports sales activities and strengthens client relationships

Qualifications We Value

College graduate
Fresh graduate to 1 year working experience (banking, relationship management, sales and marketing)
Basic knowledge on investment and financial concepts
MS Office literate
Must be able to interact with high net-worth clients as well as internal units of the bank to be able to facilitate client transactions
Willing to be assigned in Makati City