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

1. Strategic market expansion & leadership

● Develop and execute the company’s strategy in the Philippines market.

● Identify priority opportunities among private banks, wealth managers, family offices and

strategic partners.

● Lead initiatives that expand J. Rotbart & Co.’s footprint, revenue streams and client

reach.

● Act as the senior representative of the company in the Philippines, driving high-level

conversations and partnerships.

2. Relationship management

● Build, maintain and grow relationships with banks professionals - RMs, Wealth Advisors

and department heads.

● Oversee and support relationship managers across partner banks, ensuring they have

the training, tools and motivation to introduce clients to our company.

● Conduct advanced training and educational sessions for RMs and bankers.

● Serve as the contact point for complex or high-value client inquiries.

3. Business development and new partnerships

● Lead the identification and cultivation of new institutional and private-client referral

channels.

● Represent the company at major networking events, conferences, private bank

gatherings, various chambers of commerce’ and industry forums.

● Build high-level networks that result in sustainable and long-term partnerships.

● Drive consistent and high-quality deal flow.

4. High-Net-Worth Client Acquisition & Support

● Support onboarding of clients accounts referred by partners or acquired independently.

● Guide clients through the process from the first engagement to completed transactions.

● Oversee operational coordination between the client, partners and J. Rotbart & Co.’s

global operations team.

● Ensure elite-level client service resulting in repeat business and word-of-mouth referrals.

5. Brand building and market education

● Act as the senior “ambassador” of J. Rotbart & Co. in the Philippines.

● Deliver presentations, lead discussions and represent the firm in high-profile settings.

● Provide market insights to clients and partners on precious metals, diversification

strategies and global trends on a regular basis.

● Identify opportunities for strategic marketing collaborations and speaking engagements.

6. Reporting, strategy alignment and team coordination

● Provide senior management with clear, insight-driven updates on market activity,

partnership opportunities and revenue pipeline developments.

● Deliver periodic analyses on PH client behavior, bankers performance and competitor

landscape to support strategic decision-making.

● Oversee and support team members, providing mentorship, guidance and performance

feedback to ensure high-quality work and professional development.

● Work cross-functionally with operations, compliance, marketing and regional offices to

ensure seamless execution of client onboardings, transactions and partnership

initiatives.

● Potentially mentor and/or supervise junior team members as the Manila office grows.

Ideal Candidate Profile

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