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
7 - 10 Year(s)
Confidential
Manila, Philippines
1 - 2 Year(s)
₱ 100 - ₱ 130K p.m
Manila, Philippines
Global Director - Tax
Gratitude Inc3 - 5 Year(s)
₱ 300 - ₱ 500K p.m
Manila, Philippines
Customer Service Mandarin - Financial (Non-native only)
Gratitude Inc0 - 1 Year(s)
₱ 70 - ₱ 75K p.m
Manila, Philippines
Customer Service French - Retail (non-native)
Gratitude Inc1 - 2 Year(s)
₱ 65 - ₱ 70K p.m
Manila, Philippines
Team Manager - Sales Development Representative
Gratitude Inc1 - 5 Year(s)
₱ 75 - ₱ 80K p.m
Manila, Philippines
1 - 2 Year(s)
Confidential
Manila, Philippines
1 - 4 Year(s)
Confidential
Manila, Philippines
2 - 4 Year(s)
₱ 40 - ₱ 50K p.m
Manila, Philippines
Wealth Management - Mortgage Manager II
Gratitude Inc10 - 15 Year(s)
Confidential
Manila, Philippines