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
HR Business Partner
Gratitude Inc5 - 6 Year(s)
70 - 80 Thousand p.m
Manila, Philippines
Finance and Admin Senior Consultant
Gratitude Inc2 - 3 Year(s)
25 - 30 Thousand p.m
Manila, Philippines
Knowledge Management Lead (RTWO/Hybrid) | Taguig/Makati
Gratitude Inc10 - 12 Year(s)
75 - 130 Thousand p.m
Manila, Philippines
Client Service Account Manager
Gratitude Inc5 - 10 Year(s)
Confidential
Manila, Philippines
Back Office Team Leader (Financial)
Gratitude Inc2 - 30 Year(s)
80 - 85 Thousand p.m
Manila, Philippines
Senior Client Services Agent - Financial Account
Gratitude Inc2 - 5 Year(s)
30 - 35 Thousand p.m
Manila, Philippines
Inventory Staff Accountant – Supervisor
Gratitude Inc2 - 5 Year(s)
Confidential
Manila, Philippines
Project Management (Financial Account)
Gratitude Inc2 - 3 Year(s)
30 - 40 Thousand p.m
Manila, Philippines
Customer Service French - Retail (non-native)
Gratitude Inc1 - 2 Year(s)
65 - 70 Thousand p.m
Manila, Philippines
Client Service Account Manager
Gratitude Inc3 - 10 Year(s)
10 - 15 Thousand p.m
Manila, Philippines