Wealth Solutions Manager

Responsibilities

• Contribute to the YOY business growth in terms of Assets Under Management and Revenue. A first year Wealth Solutions Manager will have 6 IWCs with each growing to a minimum portfolio size of Php150 to 300Mn in Assets Under Management within a 2-year period.
• Develops, coordinates and maintains relationships with Independent Wealth Consultants (IWCs) in order to build and maintain with them their IWC portfolios
• Actively engages all leads generated by various acquisition sources including the IWC’s leads, business-generated leads from acquisitions campaigns, leads from own organic network and converts them to clients, effectively handling their onboarding by coaching clients through the expected services.
• Actively builds, develops, coordinates, maintains, enhances relationships with existing clients which consequently grows Assets Under Management
• Develops, enhances and updates to keep current effective present...