The WMG–BDD Wealth Associate is responsible for supporting the WMG–BDD Relationship Officer in marketing WMG products and services to both existing and potential clients. The role focuses on building strong customer relationships, assisting in portfolio management and account administration, and ensuring the delivery of a high-quality customer experience.
Location:
West Ave, Quezon City
Requirements
Bachelor’s degree in Business, Finance, Economics, or any related field
Strong communication and customer service skills.
High attention to detail and strong organizational skills.
Ability to handle confidential information with professionalism and integrity.
Proficiency in MS Office and ability to learn banking systems quickly.
Experience in banking or wealth management is an advantage but not required.
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