Manager, Expert – Wealth Management
Gratitude IncManager, Expert – Wealth Management
Job Description
Key Skills
0 candidate(s) have already applied 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
Financial Account – Mandarin Bilingual
Gratitude Inc0 - 2 Year(s)
70 - 75 Thousand p.m
Manila, Philippines
Customer Service French - Retail (non-native)
Gratitude Inc1 - 2 Year(s)
65 - 70 Thousand p.m
Manila, Philippines
8 - 10 Year(s)
130 - 200 Thousand p.m
Manila, Philippines
Inventory Accountant -SUPERVISOR-VERY URGENT
Gratitude Inc2 - 6 Year(s)
50 - 55 Thousand p.m
Manila, Philippines
Endpoint Security Architect - Bank (RTWO/ Hybrid)
Gratitude Inc6 - 10 Year(s)
100 - 200 Thousand p.m
Manila, Philippines
Taxes, Fees & Port Expense Coordinator
Gratitude Inc2 - 4 Year(s)
Confidential
Manila, Philippines
Inventory Staff Accountant – Supervisor
Gratitude Inc2 - 5 Year(s)
Confidential
Manila, Philippines
Taxes, Fees & Port Expense Coordinator-URGENT
Gratitude Inc2 - 6 Year(s)
25 - 30 Thousand p.m
Manila, Philippines
Asset Servicing Vice President
Gratitude Inc12 - 15 Year(s)
Confidential
Manila, Philippines
0 - 6 Year(s)
30 - 40 Thousand p.m
Manila, Philippines