Location
Makati
Job Type
Full-time
Posted
June 01, 2026
Job Description
JOB SUMMARY:
The WMG-BDD Wealth Associate is responsible for assisting the WMG-BDD Relationship Officer in marketing Wealth Management Group 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 WMG-BDD Relationship Officer; responsible for creation, maintenance and safekeeping of customer, account and transaction records.
JOB SPECIFICATIONS/QUALIFICATIONS
Requirements:
- Bachelor’s degree/College graduate.
- Banking, including proficiency in the use of office systems.