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Wealth Management 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!

Every role in SEAOIL contributes significantly to the company. Here's a summary of what you will be doing in this job:


1. Generate a pipeline of prospective wealth management clients, spanning products such as: fixed income deposits, on and offshore funds, and offshore private banking accounts.
2. Act as a trusted wealth management advisor to high net-worth individuals.
3. Onboard customers to meet annual targets on incremental Assets Under Management (AUM).

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

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

Preferred Qualifications for the Role:

    • Graduate of a Business or Finance course from a reputable university
    • Finance-related certifications or charters, such as CFA is a plus.
    • 7-10 years experience in wealth management front-line existing book of prospective high net worth clients. International exposure (even if locally employed) also a plus.
    • Critical Skills: Sales and relationship management, Wealth Management, Networking/Pipeline Generation, and Financial Sales
    • From Finance, Wealth Management, or Treasury industries

Realistic Job Preview:

    • The job-holder will be managing a portfolio of 3-4 existing private banking accounts, meeting with them on at least a quarterly basis to provide market updates and investment recommendations. In addition, he/she will be required to conduct at least 1 meeting with a new prospect weekly, and will be following up with current leads the rest of the time. In total, the job-holder is expected to be in meetings with existing and prospective clients at least 3 days of the week (i.e. 6 meetings).
    • The jobholder will be supported by an investment analysis team who will be doing market research and suggesting investments for clients. The jobholder will need to collaborate with the analysis team to deliver the information clearly and effectively to clients.
    • Regular internal meetings are also to be expected to align with the other functions of the business.
Expectations from Candidates

Candidates who are invited for HR screening will need to undergo and pass an online exam and/or technical exam, and accomplish HR documents, personality tests, and essay exams before proceeding to the HR interview.

Candidates who pass the HR interview would then need to submit soft copies of their available pre-employment requirements, such as the Transcript of Records, Diploma, and NBI clearance. The complete list will be provided by the recruiter.

In the event candidates are hired, they would be required to submit hard copies of all the pre-employment requirements and pass the medical exam and background check before onboarding.

Benefits of Working in the Company

1. Office-based positions can enjoy the privilege of working from home during the pandemic
2. Employees will have the opportunity to be trained by our in-house training team and subject matter experts
3. Early regularization opportunity
4. Family-oriented culture

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: 147956243