Job Opportunity: Manager, Expert – Wealth Management

Location: Onsite (Taguig or Pasig) |  Shift: Mid/Night Shift

Salary: PHP 100,000 - 150,000 |  Headcount: 1

Key Responsibilities:

Lead digital transformation & process optimization in wealth management.

Drive AI, automation, and self-service initiatives for enhanced client experience.

Manage fund servicing, risk & compliance, and financial reporting.

Develop KPIs, analytics, and governance models for operational excellence.

Requirements:

 2+ years in Wealth Management/Financial Services (Sun Life, JP Morgan, etc.)

 1+ year in project management/digital transformation

Strong stakeholder management & advanced Excel/analytics skills

Willing to work onsite (Taguig/Pasig) in shifting schedules