Manager, Expert – Wealth Management

Gratitude Inc

401 Views

1 month ago

Manager, Expert – Wealth Management

2-10 Year(s)

100 - 150 Thousand p.m

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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