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The Relationship Manager is responsible for driving growth in the high net worth (HNW) business by conducting market updates, supporting sales targets, handling client concerns, and providing training. This role involves acting as a trusted advisor, collaborating with various teams to enhance client experiences, and ensuring successful implementation of sales strategies.

The Manager, Compliance will oversee and support the Compliance Program aligned with Bangko Sentral ng Pilipinas requirements. Responsibilities include developing processes for compliance, monitoring regulatory requirements, and advising senior leadership. The role requires excellent relationship management and problem-solving skills, along with the ability to communicate effectively across all levels of the organization.

This managerial position involves overseeing the execution and delivery of training programs for various advisors, from rookie to experienced. Responsibilities include leading a team of trainers, managing training logistics, evaluating training needs, and ensuring adherence to agency policies. The role also requires participation in agency activities and supporting sales objectives through effective training events.