Wealth Relationship Manager (AVP)

Q2 HR Solutions · Remote, Remote, Philippines

Location
Remote
Job Type
Full-time
Posted
June 04, 2026

Job Description

About the Role

Take your financial sales or relationship management career to the next level in a premium wealth role connected to an international banking environment.

We are looking for a Wealth Relationship Manager who will manage and grow an existing portfolio of high-value clients. This is not purely cold selling. The role focuses on deepening client relationships, identifying financial needs, and offering suitable wealth, investment, insurance, and banking solutions.

This opportunity is ideal for experienced professionals from banking, insurance, investments, wealth management, financial services, or premium sales who are confident in handling clients, driving portfolio growth, and building long-term business relationships.


What You’ll Do

Client Relationship Management

  • Manage, retain, and grow an existing portfolio of high-value clients.
  • Build stro...

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