Wealth Associate

The WMGBDD Wealth Associate is responsible for supporting the WMGBDD Relationship Officer in marketing WMG products and services to both existing and potential clients. The role focuses on building strong customer relationships, assisting in portfolio management and account administration, and ensuring the delivery of a high-quality customer experience. The Wealth Associate will also handle the creation, maintenance, and safekeeping of customer, account, and transaction records, while actively assisting in all relationship, customer service, and wealth management activities.

• Bachelor's degree in Business, Finance, Economics, or any related field.
• Strong communication and customer service skills.
• High attention to detail and strong organizational skills.
• Ability to handle confidential information with professionalism and integrity.
• Proficiency in MS Office and ability to learn banking systems quickly.
• Experience in banking or wealth management is an advantage but not required.
• Fresh Graduates are welcome to apply.
• Amenable to work in West Avenue, Quezon City.