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Janielle Delfin

@janielledelfin

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Experienced portfolio manager and relationship manager specializing in wealth and trust services.

Philippines

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What I'm looking for

I seek roles where I can lead wealth and trust management, advise clients on investments, contribute to business growth, and mentor teams in a collaborative, compliance-focused environment.

I am a dedicated portfolio manager and relationship manager with hands-on experience administering retail trust and investment accounts while ensuring compliance with BSP and AML regulations. I design and implement client-specific investment strategies informed by active market monitoring.

In my current roles I drive business growth by increasing account contributions, ensuring timely fee collection, and referring new clients to expand portfolio volume. I also oversee operational processes including account openings, compliance documentation, audit resolution, and management reporting.

I have a strong background in wealth management distribution, having managed investor relationships, marketed fixed-income, derivatives and equities products, and executed secondary market trades from onboarding to after-sales. I collaborate with vendors, product partners, and operations teams to implement and troubleshoot digital wealth platforms.

Outside core banking duties, I lecture on Organizational Communication at the University of the Philippines, contribute written features for lifestyle media, and completed formal training and certifications in trust operations, investment management, and fixed income sales.

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Experience

Work history, roles, and key accomplishments

Current

Portfolio Manager

Current

RCBC Trust Corporation

Sep 2024 - Present (1 year 2 months)

Manage and administer retail trust and investment accounts ensuring compliance with client mandates, BSP regulations and AML guidelines; develop client-specific investment strategies and drive business growth by increasing account contributions and referrals.

Investment Strategy Regulatory Compliance AML Portfolio Management Client Relationship Management Financial Markets Reporting

Current

Relationship Manager

Current

Rizal Commercial Banking Corporation

Mar 2023 - Present (2 years 8 months)

Sourced and acquired individual and institutional clients for Wealth Services, identified investment needs and risk profiles, recommended investment solutions, and trained retail staff to support wealth management growth.

Wealth Management Sales Client Acquisition

Current

Lecturer

Current

University of the Philippines

Feb 2022 - Present (3 years 9 months)

Plans and delivers course materials, lectures, exams and assignments for Organizational Communication to undergraduate students, ensuring curriculum alignment and student assessment.

Curriculum Development Public Speaking Instructional Design

Contributing Writer

Cosmopolitan Philippines

Jul 2022 - Jan 2023 (6 months)

Wrote and pitched feature articles on culture and trends, conducting interviews and producing published pieces for the magazine.

Feature Writing Pitch Interviewing Content Creation

Relationship Manager

Philippine National Bank

Jan 2021 - Jan 2023 (2 years)

Maintained investor relationships across the Visayas region, marketed fixed-income, derivatives and equities, executed secondary market trades and collaborated on wealth management digitization initiatives.

Equities Derivatives Sales Trade Execution

Relationship Associate

Philippine National Bank

May 2020 - Dec 2020 (7 months)

Facilitated primary and secondary investment offerings between product providers and clients, sourced sales leads through roadshows and collaborations, and led a marketing project showcasing wealth management success stories.

Sales Support Lead Generation Event Marketing

Junior Executive

Development Institute

Nov 2019 - May 2020 (6 months)

Completed a graduate officership program with rotations across bank functions, receiving mentoring and training in operations, marketing and HR to prepare for leadership roles.

Banking Operations Leadership Development Mentoring Training