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Wealth Relationship Manager

Wealth Relationship Manager

novel capital, inc.
6-10 Years
Not Disclosed
  • Posted 2 days ago
  • Be among the first 10 applicants

Job Description

About Novel Capital, Inc.

Novel Capital, Inc. is a Philippine-based financial services company and part of the SEAOIL Group, focused on helping investors, entrepreneurs, and businesses achieve sustainable financial growth.

The company provides wealth management and collateralized financing solutions, giving clients access to local and global investment opportunities and customized financing solutions. Novel takes a long-term, relationship-driven approach built on trust, collaboration, entrepreneurship, and excellence.

Novel Capital, Inc. is looking for a Wealth Relationship Manager to join our Wealth Management team.

This is a senior, client-facing role for an experienced wealth management practitioner ready to take full ownership of a growing HNW/UHNW portfolio, from pipeline development and client onboarding through to ongoing advisory, portfolio management, and AUM growth.

What the role involves:

— Building and managing a portfolio of high-net-worth and ultra-high-net-worth clients

— Delivering holistic, personalized wealth advisory across local and global investment products

— Working with a dedicated Associate Relationship Manager and collaborating with our Investment Consultant

— Product suite includes mutual funds, FIMs, private deals, and offshore platforms through global Private Bank partnerships

What we're looking for:

— 6–10 years in wealth management, private banking, or financial advisory with a proven HNW client track record

— Active SEC CIS license (required); CISI qualification is an advantage

— Strong compliance discipline and professional integrity

— An existing HNW network and the entrepreneurial drive to grow it

Interested or know someone who may be Reach out to Joel Molina at [Confidential Information].

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