Manager, Expert – Wealth Management
Gratitude IncManager, Expert – Wealth Management
Job Description
Key Skills
Be the first to apply for this job. Apply now
Job Opportunity: Manager, Expert – Wealth Management
Location: Onsite (Taguig or Pasig) | Shift: Mid/Night Shift
Salary: PHP 100,000 - 150,000 | Headcount: 1
Key Responsibilities:
Lead digital transformation & process optimization in wealth management.
Drive AI, automation, and self-service initiatives for enhanced client experience.
Manage fund servicing, risk & compliance, and financial reporting.
Develop KPIs, analytics, and governance models for operational excellence.
Requirements:
2+ years in Wealth Management/Financial Services (Sun Life, JP Morgan, etc.)
1+ year in project management/digital transformation
Strong stakeholder management & advanced Excel/analytics skills
Willing to work onsite (Taguig/Pasig) in shifting schedules
Role
Funds Management
Timings
Day Shift (Permanent)
Industry
Accounting / Finance
Work Mode
Work from office
Functional Area
Banking / Financial Services
Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.
Interview Tips
- Giving the VNA round?
- What are the most important skills you acquired as a Soft Skills/VNA trainer?
- How would you handle an irate customer?
Get the Best Jobs
on your Fingertips
Similar Jobs
Customer Service Representative
WNS Eastwood0 - 10 Year(s)
15 - 35 Thousand p.m
Manila, Philippines
Assistant Quality Assurance Manager
Gratitude Inc2 - 3 Year(s)
10 - 15 Thousand p.m
Manila, Philippines
3 - 4 Year(s)
75 - 85 Thousand p.m
Manila, Philippines
10 - 12 Year(s)
10 - 15 Thousand p.m
Manila, Philippines
Taxes and Expenses Coordinator
Gratitude Inc2 - 3 Year(s)
10 - 15 Thousand p.m
Manila, Philippines
Multilingual Service Desk Analyst
Gratitude Inc1 - 2 Year(s)
80 - 85 Thousand p.m
Manila, Philippines
Senior Staff Accountant
Gratitude Inc3 - 4 Year(s)
10 - 15 Thousand p.m
Manila, Philippines
BPO Inventory Staff Accountant -SUPERVISOR (Hybrid)
Teleperformance2 - 3 Year(s)
45 - 50 Thousand p.m
Manila, Philippines
Senior Executive WFM
Gratitude Inc2 - 3 Year(s)
10 - 15 Thousand p.m
Quezon Calabarzon, Philippines
Payroll Assistant (Compensation and Benefits)
Gratitude Inc1 - 2 Year(s)
10 - 15 Thousand p.m
Cebu Central Visayas, Philippines