Manager, Expert – Wealth Management
Gratitude IncManager, Expert – Wealth Management
Job Description
Key Skills
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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.
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