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Manager, Expert – Wealth Management

Gratitude Inc
1681 Views
4 months ago

Manager, Expert – Wealth Management

2-10 Year(s)
100 - 150 Thousand p.m
Manila (Pasig, Taguig)
Manila (Pasig, Taguig)

Job Description

Key Skills

english Financial Managment Capital Markets Wealth and Asset Management

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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

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MyGlit Jobs |  Jobs |   Manager, Expert – Wealth Management in Mumbai & Delhi

Julius Onyango

Recruiter - Gratitude Inc

NA, kenya

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