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