ATR Asset Management (ATRAM)
ATR Asset Management (ATRAM)

Wealth Solutions Manager  

ATR Asset Management (ATRAM)

 
  • Makati, Philippines
    8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
  • Full timeFULL_TIME

Expired a year ago

2023-03-30T16:00:00+00:00
Job closed.

Job Description

Role Summary:

This role requires consistent engagement of the clients with the purpose of reviewing the clients’ portfolio composition, its performance, the updates to the clients of ATRAM’s active management in order to anticipate the consequences of market movements, the periodic revisits to the goals and wealth management needs of the clients that can include retirement planning or the requirement for regular passive income or the preparation for legacy planning. As such is the depth of the role, given the affluent clients’ expectations, it is necessary for the Wealth Manager to always be well informed, educated on the wide range of needs of the affluent client and equipped with the most current market developments.

Main Duties and Responsibilities:

  • Contribute to the YOY business growth in terms of Assets Under Management and Revenue. A first year Wealth Solutions Manager will have 6 IWCs with each growing to a minimum portfolio size of Php150 to 300Mn in Assets Under Management within a 2-year period.
  • Develops, coordinates and maintains relationships with Independent Wealth Consultants (IWCs) in order to build and maintain with them their IWC portfolios
  • Actively engages all leads generated by various acquisition sources including the IWC’s leads, business generated leads from acquisitions campaigns, leads from own organic network and converts them to clients, effectively handling their onboarding by coaching clients through the expected services.
  • Actively builds, develops, coordinates, maintains, enhances relationships with existing clients which consequently grows Assets Under Management
  • Develops, enhances and updates to keep current effective presentations and sales pitches by maximizing the use of available tools and digital platforms
  • Assists in identifying client needs and be able to work closely with internal units to provide solutions and communicate these to the customer including the identification of potential portfolio strategies
  • Actively participate in deepening client market acumen and investment knowledge
  • Keep the ATRAM Wealth Team abreast of industry developments by active participation in associations and industry events specially where they can network, meet and influence potential Independent Wealth Consultants.
  • Comply with regulatory requirements, company and group policies; maintain compliance awareness

Minimum Qualifications

  • A minimum of 5 years work experience in the fields of banking or asset management, particularly in the function of treasury and investment product management. Having a significantly sized portfolio of Sales clients is a BONUS.
  • Relevant educational qualifications, preferably a university degree in business, economics or finance-related courses
  • With an in-depth knowledge and understanding of economics, financial markets and asset
  • management products
  • Comprehensive knowledge of relevant rules and regulations of the financial markets, asset management and trust industries
  • Technical Investment products knowledge with hands-on experience in the creation or sales of investment products and portfolio strategies. Experience and knowledge of equity, fixed income and alternative investments, including Gold, Commodities, REITs, Real Assets, Hedge Funds, Private Credit and Private Equity
  • Strong English communication skills (both written and verbal) and interpersonal skills
  • Marketing-oriented, quick thinker, creative
  • Detail oriented
  • Customer-focused
  • Basic knowledge of Microsoft Excel, PowerPoint
  • Has a proven high level of integrity
  • Has shown grit in facing tough life challenges
  • Has track record of initiatives in self improvement and additional education taken in the field of investments and financial advisory
  • Values being dependable and responsible for others

Jobs Summary

Job Level
Mid-Senior Level / Manager
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Always
Office Address
8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, Philippines
Industry
Asset Management
Vacancy
1 opening
Website
http://www.atram.com.ph

Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.

About ATR Asset Management (ATRAM)

The ATR Asset Management Group (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation (Formerly Maybank ATR Kim Eng Capital Partners, Inc. - Trust). In 2009, the ATRAM Group decided to expand its presence in the fast-growing domestic asset management industry by forming a dedicated business group called ATR Asset Management Group (ATRAM or ATRAM Group). This group, comprised of ATRAM MF and ATRAM - Trust, manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third party clients. Why join us? ATR Asset Management (ATRAM) is the leading independent asset manager in the Philippines with over USD2.57 billion in assets under management, providing investment management solutions to retail and institutional clients. ATRAM has received a number of awards over the years including The Asset Benchmark Research - Top Investment House (1st Place) for 2019, The Asset Benchmark Research - Top Investment House (2nd Place) for 2018, The Asset Rising Star Award for 2017, Asian Investor Fund House of the Year (Philippines) for 2014 and 2015. ATRAM pioneered global feeder funds in the local market which provide Philippine clients with easy and cost-effective means of investing globally. ATRAM offers a professional, fair and progressive work environment. In addition, ATRAM strongly supports career development and work-life balance for its employees.

People also applied to

  1. Home

Other Recommended Jobs

Apply jobs in

Job Categories:

Related to your search: