252 High Net Worth Clients jobs in the Philippines

We're Hiring: Private Banking Relationship Manager

We are seeking an experienced and client-focused Private Banking Relationship Manager to build and maintain relationships with high-net-worth individuals. The ideal candidate will have expertise in wealth management, investment advisory, and delivering personalized banking solutions to affluent clients while driving business growth and ensuring exceptional service standards.

Location: Cebuano, Philippines

Work Mode: Work From Office

Role: Private Banking Relationship Manager

What You'll Do:

Manage and grow a portfolio of high-net-worth client relationships

Provide comprehensive wealth management and investment advisory services

Develop customized financial solutions to meet client objectives

Build long-term partnerships through exceptional client service

Analyze market trends and present investment opportunities

Collaborate with internal teams to deliver integrated banking solutions

What We're Looking For:

Bachelor's degree in Finance, Business, or related field

3+ years experience in private banking or wealth management

Strong knowledge of investment products and financial markets

Excellent relationship-building and communication skills

Professional certifications (CFA, CFP) preferred

Proven track record in client acquisition and retention

Ready to make an impact? Apply now and let's grow together

Job Title:
Private Banking Head – Hong Kong Market

Location:
Hong Kong (or currently in Manila with willingness to relocate to Hong Kong)

Job Summary:

The Private Banking Head will lead the bank's private banking business for the Hong Kong market, driving growth and strengthening client relationships with high-net-worth individuals (HNWIs), family offices, and business leaders. The role requires a strong network in Hong Kong and deep expertise in wealth management, investment advisory, and relationship management.

Key Responsibilities:

• Lead business development and client acquisition initiatives in the Hong Kong private banking market.
• Manage and expand relationships with HNWIs, ultra-HNWIs, family offices, and key stakeholders.
• Provide strategic direction for wealth management solutions, investment advisory, and estate planning.
• Oversee a team of relationship managers and ensure delivery of high-quality client service.
• Ensure compliance with regulatory requirements in Hong Kong and BDO Unibank standards.
• Represent the bank in high-level business, client, and industry engagements.

Qualifications:

• Strong professional network and client connections in the Hong Kong financial and private banking market.
• Proven track record in private banking, wealth management, or investment advisory
• Previous work experience in Hong Kong private banking/financial institutions; currently based in Hong Kong (or Manila with willingness to relocate to Hong Kong)
• Strong leadership, people management, and business development skills.
• Deep understanding of investment products, global markets, and wealth solutions.
• Excellent communication and relationship management skills, with cross-cultural adaptability.

Private Banking Relationship Manager – Davao City

Location:
Davao City, Philippines

Employment Type:
Full-time

About the Role

As a Private Banking Relationship Manager at BDO, you will be responsible for managing and growing relationships with high-net-worth individuals (HNWIs) and affluent clients. You will provide personalized financial advisory, deliver investment and wealth management solutions, and ensure clients receive exceptional service tailored to their unique financial goals.

Key Responsibilities

• Manage and expand a portfolio of high-net-worth clients by delivering personalized financial solutions.
• Identify client needs in wealth preservation, growth, succession, and protection, and recommend appropriate banking, investment, and insurance products.
• Act as a trusted advisor, providing market insights and investment advice aligned with clients' financial objectives and risk profiles.
• Cross-sell and up-sell private banking products and services, ensuring achievement of business and revenue targets.
• Build strong networks and partnerships to generate new business opportunities.
• Ensure compliance with BDO's internal policies and BSP/AML regulations in all client transactions.
• Work closely with product, investment, and operations teams to deliver seamless end-to-end client servicing.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• At least 3–5 years of experience in banking, wealth management, investment advisory, or relationship management.
• Strong knowledge of financial markets, investment products, and wealth management strategies.
• Excellent communication, presentation, and interpersonal skills.
• Proven track record in managing affluent/HNWI clients and achieving sales or revenue targets.
• Licensed or willing to secure relevant certifications (e.g., SEC, insurance, trust operations) is an advantage.

What We Offer

• Competitive compensation package with performance incentives.
• Comprehensive health, insurance, and retirement benefits.
• Professional training and development in wealth management and private banking.
• Opportunity to be part of the country's leading private banking team, with strong support for career growth.

Company Description

Top Global Summit LIA

We suggest you enter details here.

Role Description

This is a part-time hybrid role for a Financial Advisor based in Taguig, with some work from home acceptable. The Financial Advisor will be responsible for providing financial planning and retirement planning services to clients. Day-to-day tasks include analyzing clients' financial situations, recommending investment strategies, and guiding clients in making informed financial decisions. Additionally, the Financial Advisor will manage client portfolios, update clients on financial status, and help clients achieve their financial goals.

Qualifications

Atleast 4 years College Graduat

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ed Open for Fresh College Gradu

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Urgent Hiring | Financial Advisor at Pru Life UK

Work from Home | No Experience Needed | Fresh Graduates Welcome

About the Role

As a Financial Advisor, you'll guide individuals and families in making smart financial decisions to secure their future. You will offer life insurance, investment products, and financial planning services tailored to your clients' needs—all while building a career that offers time freedom and unlimited income potential.

What We Offer:

• Work-from-home setup

• Full-time or Part-time positions

• No experience needed – we provide comprehensive training

• Open to fresh graduates and working professionals

• Travel incentives, bonuses, and rewards

• Career growth and leadership development

Qualifications:

• Willing to be trained and coached

• Bachelor's degree or any 4 years course

• Must be goal-driven and self-motivated

• Open to learning financial concepts (no finance background needed)

Apply Now and be part of a team that helps protect dreams while living yours

Take note this is Urgent Hiring, please expect an email and text few hours or 1 day after your application. We will contact you through phone number and email

Financial Advisor in Eastwest Bank - Bacolod Lacson, Mandalagan & Silay | 20K Base Salary + following Incentives:

• Earn as much as P15,000.00 monthly position incentive
• Earn as much as P18,000.00 monthly by performing your qualified best
• Unlimited earning potential from sales commissions and bonuses

Are you passionate about helping fellow Filipinos reach their financial goals? Be an Eastwest Ageas Insurance Financial Advisor and enjoy the following perks

• Unlimited earning potential
• Work-Life balance with fixed dayshift and weekends off
• Follows Philippine bank holidays
• Fun and engaging workplace

This job is perfect for you if:

You are an effective communicator. You write and speak well. Explaining just about anything to anyone is not a problem for you. You're comfortable communicating in English.

You are an outgoing, socially confident person. Your strong interpersonal skills help you build relationships easily with both your colleagues and customers. This makes you a good team player and confident in your skills.

You are a problem-solver. You can easily identify the problem and use a combination of expertise and logic to come up with your solutions. You also see more than one solution to a problem and find new and productive ways to deal with new problems as they arise. Understands customer needs to provide positive experience for every interaction

You are tech-savvy. You are well-informed about the use of modern technology. You are also proficient in Microsoft applications such as Word, Excel, and Powerpoint.

You are hardworking. You don't stop until you're done and you work with energy and commitment. Because of this, you can get commissions and out of the country trips as incentives for your hard work based on the number of Filipinos you've helped.

Be part of our team and discover a rewarding and meaningful career.

Apply Now

Job Type: Full-time

Pay: Php20, Php35,000.00 per month

Benefits:

• Additional leave
• Company Christmas gift
• Health insurance
• Life insurance
• Paid training

Experience:

• Sales: 1 year (Preferred)

Location:

• Bacolod City (Required)

Work Location: In person

Responsibilities:

• Offer tailored financial advice to clients, taking into consideration their individual needs and objectives.
• Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas.
• Develop and sustain robust relationships with clients, consistently ensuring that their financial goals are achieved.

Qualifications:

• Bachelor's Degree/College Graduate
• Excellent interpersonal skills
• Willing to take IC government licensure exam
• Willing to learn and undergo training
• Flexible work schedule (can work as part time or full time)

Qualifications

1. With or without sales experience individuals are welcome to apply as long as you are willing and self-driven to learn the job.

2. Preferrably college graduate but not required as long as you have resources such as laptop or ipad

3. Any individuals from any profession can apply

Job Descriptions

Offering financial solutions to clients thru Life Insurance, Investment, Endowment Plans, Health Insurance tailored to their financial goals.

Benefits

1. Unlimited income opportunity based on your efforts

2. Time freedom - can work anywhere and anytime based on your own pace

3. Monthly Bonuses and Incentives*

4. Quarterly Awards and Incentives*

5. Travel Incentives (Local and International)*

6. Great support system and working environment

7. Free trainings and learning sessions

8. Can work either full-time or part-time

*Based on performance

This is not your usual "apply-and-forget" kind of job post.

We're not just looking for agents.

We're building a movement of modern, purpose-driven Financial Advisors who want to live a life of impact, income, and intentional freedom.

If you're someone who is:

Ready to take control of your time

Looking for an income that rewards effort, not attendance

Passionate about helping others with their financial future

Seeking a career with mentoring, community, and growth

Then this might be exactly what you've been praying for.

 What We Offer:

Structured training and full mentorship — even with zero experience

Unlimited earning potential (commissions, bonuses, passive income)

Flexible working hours – ideal for moms, side hustlers, career shifters

Local and international travel incentives

Access to award-winning digital tools, marketing systems, and support

A God-centered, high-accountability team culture (Amaryllis Unit )

 We're especially excited to meet applicants who are:

• First-time jobbers (fresh grads welcome)
• Career shifters or freelancers
• Stay-at-home moms or OFW returnees
• Sales professionals or BPO agents ready for change
• People who want to make a difference and build wealth

 Minimum Requirements:

• At least 21 years old
• College level or graduate of any course
• Based in the Philippines
• Willing to undergo licensing (fully guided process)

 How to Apply:

Click "Easy Apply" here on LinkedIn or send a message directly with the words:

"I'm interested – tell me more."

Peachy Marasigan,

Unit Manager – Amaryllis Wealthcare Providers

Sun Life Philippines

Helping Filipinos live brighter & bolder, one plan at a time.