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Wealth Management Assistant Relationship Manager

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  • Posted 20 hours ago
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Job Description

Are you ready to start your legaSEA SEAOIL is looking for passionate talents to help make a difference in the lives of Filipinos and fuel their better future. Here's your chance to grow your career with the largest and leading independent fuel company in the country!

Here's a summary of what you will be doing in this job:

Generating a pipeline of prospective wealth management clients, spanning products such as: xed income deposits, on and offshore funds, and offshore private banking accounts.
Acting as a trusted wealth management advisor to high networth individuals.
Onboarding customers to meet annual targets on incremental Assets Under Management (AUM).

Success in this role will require you to fulll the following responsibilities:

Tap your own network of high networth individuals, and create lead funnels to sustain a pipeline of good client prospects.
Conduct meetings with prospective clients to understand their wealth management needs, and recommend corresponding products that align with their objectives.
Perform KYC and onboarding tasks to enable new customers to invest in their chosen products.
Report progress of lead sourcing and onboarding regularly to management.

Requirements:

College degree in a business or nance course.
Finance-related certications or charters, such as CFA is a plus.
3-5 years experience in wealth management front-line existing book of prospective high networth clients. International exposure (even if locally employed) also a plus.
Skills required:
Sales and relationship management
Wealth Management
Networking/Pipeline Generation
Financial Sales
LET'S FUEL THE FUTURE - TOGETHER.

SEAOIL is the largest and leading independent fuel company in the Philippines. For over 40 years, SEAOIL has been a gamechanger in the industry, dedicated to serving Filipino communities through our innovative products and services.

Do you think you're a fit for our culture Apply to SEAOIL today!

FUELED FOR SUCCESS. SEAOILers are driven to succeed. It is ingrained in us to be our best selves in our professional lives. This is why we provide an environment and programs to develop high-performing, high-potential leaders with qualities of authenticity, humility, courage and candor.

CULTURE OF CARE. It's our genuine care that makes us stand out. We make sure to show our care in tangible and impactful ways. We take a personal approach to people management as seen in our Hybrid work arrangement, employee engagement activities, and benefits. We know that care is also about positioning people for success, challenging them at the right level, and providing equal progression opportunities.

INSPIRED BY INNOVATION. Our history of innovation speaks for itself. In the early 2000s, we pioneered the use of biofuels for motorists in the Philippines. In 2005, SEAOIL was the first to offer E10 (fuels with 10% ethanol) or ethanol-blended gasoline in all of our filling stations nationwide. We were also the first to sell coco biodiesel, or diesel with 2% coco methyl ester. It all goes back to bettering the lives of Filipinos.

GUIDED BY CODE I-ABC. We act with Integrity. We are Accountable. We make things Better, and We are Customer Centric. Our values are not just nice to hear or say. Code-IABC is our compass, and guides us in all our decision-making. Ask any SEAOILer and they would say the same thing: we have always done things the right way - even if it means taking the harder route, and even when no one is looking.

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About Company

Seaoil Philippines, Inc., stylized as SEAOIL Philippines, is a fuel company that started in 1978. The Filipino-owned company offers fuel products ranging from automobile gasoline to industry-specific lubricants and services such as storage and shipping.

Job ID: 147956317