We are hiring a senior professional to take charge of our sales strategy, private banking relationships, partner cultivation and business development activities in the Philippines. This role requires a strategic thinker, a relationship builder and a confident communicator who can independently lead market expansion and represent the J. Rotbart & Co. brand at the highest professional standard. The ideal candidate brings experience interacting with wealthy private clients, strong connections within private banking or luxury markets and a proven track record in relationship-driven sales.
Key Responsibilities
- Strategic market expansion & leadership
- Relationship management
- Business development and new partnerships
- High-Net-Worth Client Acquisition & Support
- Brand building and market education
- Reporting, strategy alignment and team coordination
Experience Requirements:
- 5+ years in relationship management, private banking, wealth management, investment advisory, luxury relationship-driven sales or similar industries.
- Proven success managing HNWIs and senior banking relationships.
- Strong familiarity with high-level client servicing standards
- Proven track record in strategic business development, market expansion or leading commercial initiatives.
- Strong network within the Philippine financial services, private banking or luxury ecosystem
- Experience managing and mentoring team members, with the ability to guide staff and contribute to building high-performing teams.
- Background in roles requiring significant autonomy, strategic planning and responsibility, for revenue or partnership outcomes.
Skill Set:
- Professional maturity, discretion, and refined interpersonal presence
- Highly proactive, resourceful, and results-driven mindset
- Strong communication skills: adept in presentations, high-level advisory, and persuasive dialogue
- Strategic commercial acumen: ability to plan and execute expansion initiatives in competitive markets
- Advanced relationship-building skills with senior financial professionals, institutions, and HNW clients
- Independent yet collaborative: capable of working autonomously while coordinating seamlessly with local and global teams
- Confident public speaking and event leadership: skilled in addressing audiences, organizing events, and serving as keynote speaker
- Self-motivated and disciplined, with a track record of taking initiative and driving projects forward
- Proficiency in Microsoft Office Suite and PowerPoint, with ability to create compelling presentations and reports
- Cultural adaptability and global perspective, comfortable working across diverse markets and client bases
- Strong organizational and project management skills, ensuring smooth execution of complex initiatives
- Ethical and compliance-oriented mindset, aligned with the standards of international financial and logistics operations