Wealth Manager (Makati)

<p style="text-align:left;border:0px;vertical-align:baseline;line-height:1.2;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><span style="border:0px;font-size:14px;vertical-align:baseline;font-family:Arial;"><b>About the Role</b></span></p><p style="text-align:left;border:0px;vertical-align:baseline;line-height:1.2;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><br /></p><p style="text-align:left;border:0px;vertical-align:baseline;line-height:1.2;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><span style="font-family:Arial;font-size:14px;">The </span><span style="border:0px;font-size:14px;vertical-align:baseline;font-family:Arial;">Wealth Manager</span><span style="font-family:Arial;font-size:14px;"> is the leader in building and growing the portfolio of high net-worth clients and nurturing long-term client relationships through wealth management advisory.</span></p><p style="text-align:left;border:0px;vertical-align:baseline;line-height:1.2;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><br /></p><p style="text-align:left;border:0px;vertical-align:baseline;line-height:1.2;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><span style="font-family:Arial;font-size:14px;">As a leader of the Wealth Management Group, you will be</span><span style="font-family:Arial;font-size:14px;"> instrumental in fulfilling the bank’s promise of giving personalized and quality service to our clients. The Wealth Manager defines and enforces the standards and provides leadership and strategic direction in Wealth Management. We are looking for a Wealth Manager who will bring fresh ideas and expertise to the continuous improvement of our processes and the passion when it comes to the spearheading of projects and tasks.</span></p><p style="text-align:left;border:0px;vertical-align:baseline;line-height:1.2;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><br /></p><p style="text-align:left;border:0px;vertical-align:baseline;line-height:1.2;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><span style="font-family:Arial;font-size:14px;">Security Bank’s mission is to meet our customers’ needs with intelligent and personalized solutions as we help them build for their future. Our Wealth Manager is crucial in completing that mission.</span></p><p style="text-align:left;border:0px;vertical-align:baseline;line-height:1.2;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><br /></p><p style="text-align:left;border:0px;vertical-align:baseline;line-height:1.2;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><span style="border:0px;font-size:14px;vertical-align:baseline;font-family:Arial;"><b>How You Will Contribute</b></span></p><ul style="margin-left:16px;padding-left:18px;border:0px;vertical-align:baseline;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><li style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><span style="font-family:Arial;font-size:14px;">Prepare and execute a robust sales plan to build a pipeline for successful sales conversion.</span></li><li style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><span style="font-family:Arial;font-size:14px;">Build long-term client relationships by providing financial products and services tailored to clients’ wealth planning and long-term investment needs</span></li><li style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><span style="font-family:Arial;font-size:14px;">Keep abreast of economic and financial market developments and their impact on various investments to enable clients to make informed investment decisions.</span></li><li style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><span style="font-family:Arial;font-size:14px;">Achieve satisfactory customer service through in-depth knowledge of products and processes.</span></li><li style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><span style="font-family:Arial;font-size:14px;">Formulates an investment portfolio and discusses this with clients according to their investment and risk tolerance to ensure product suitability.</span></li><li style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><span style="font-family:Arial;font-size:14px;">Performs periodic client reviews to re-assess the client’s risk profiles, investment needs, etc.</span></li></ul><p style="text-align:left;border:0px;vertical-align:baseline;line-height:1.2;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><br /></p><p style="text-align:left;border:0px;vertical-align:baseline;line-height:1.2;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><span style="border:0px;font-size:14px;vertical-align:baseline;font-family:Arial;"><b>What We’re Looking For</b></span></p><ul style="margin-left:16px;padding-left:18px;border:0px;vertical-align:baseline;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><li style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><span style="font-family:Arial;font-size:14px;">Must have at least 5 years of experience in Private Banking, Treasury Sales, Wealth Management Acquisition or any related field</span></li><li style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><span style="font-family:Arial;font-size:14px;">Should have a solid understanding of fixed income and equities market; basic knowledge of investments, portfolio, and relationship management</span></li><li style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><span style="font-family:Arial;font-size:14px;">Possesses strategic and planning skills; organizational skills; presentation skills</span></li><li style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><span style="font-family:Arial;font-size:14px;">Must have a good portfolio/ client base</span></li><li style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><span style="font-family:Arial;font-size:14px;">Candidates with SEC or TCP will have an advantage</span></li></ul><p style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><span style="font-family:Arial;font-size:14px;"><br /></span></p><p style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><b style="font-family:Arial;font-size:14px;"><span style="font-family:Arial;font-size:14px;">About Security Bank </span></b><br /></p><p style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><font face="Arial"><span style="font-family:Arial;font-size:14px;">Security Bank is one of the Philippines’ best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking.</span></font></p><p style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><font face="Arial"><span style="font-family:Arial;font-size:14px;">We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.</span></font></p><p style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><font face="Arial"><span style="font-family:Arial;font-size:14px;">Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list.</span></font></p><p style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><font face="Arial"><span style="font-family:Arial;font-size:14px;">At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.”</span></font></p><p style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><font face="Arial"><span style="font-family:Arial;font-size:14px;">Start your #BetterBanking career with us today.</span></font></p><p style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><br /></p><p style="text-align:left;margin-left:16px;border:0px;vertical-align:baseline;line-height:1.2;"><br /></p>