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Private Wealth Relationship Manager | International Wealth Manager

Company

Cross Border Wealth

Location

manila, Philippines

Type

Full-time

Cross Border Wealth is a U.S.-based, SEC-registered global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals worldwide.

Headquartered in New York, with offices across the United States, Asia, and soon in Europe, we advise globally mobile professionals, executives, and families navigating U.S. retirement assets, international considerations, and long-term wealth strategy across jurisdictions.

We are hiring a Private Wealth Relationship Manager | International Wealth Manager to assume responsibility for an assigned portfolio of international client relationships and onboard qualified, internally referred prospects. The focus is on long-term relationship stewardship, portfolio oversight, and disciplined growth - not transactional product sales.

This is a relationship-led advisory role designed for experienced professionals such as:

  • Private bankers
  • Wealth ...

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