Key Responsibilities:
Manage and grow a portfolio of high-net-worth clients with a primary focus on the Philippines market.
Develop and execute comprehensive wealth management strategies tailored to client needs, including investment solutions, credit, and other financial services.
Cultivate strong, long-lasting client relationships based on trust and a deep understanding of their financial goals.
Collaborate with internal product specialists and partners to deliver holistic financial solutions.
Ensure full compliance with all internal policies and external regulatory requirements.
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