Investment Specialist
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Position Title: Investment Specialist
Job Summary:
- Responsible for the growth of investment assets, sales volumes, and profitability of high network clients handled
- Services customer's day-to-day investment requirements such as, but not limited to time deposits, foreign exchange, fixed income, and other alternative investment products
- Implements business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts
- Supports Relationship Managers of various sectors in deepening customer relationships by providing investment products and services
Role Exposure:
- Develop your knowledge in Financial Markets products and be immersed in different sales processes
- Build and manage portfolios of High-Net-Worth-Individuals and contribute to the Bank’s business growth
- Discover future opportunities in Financial Markets Sector with the Philippines's Strongest Bank
Qualifications:
- With a strong background in investment sales, private banking, or wealth management
- A Certified Treasury Professional and SEC license holder
- With two years of experience working for a Bank as Treasury Specialist or Trader
Other Details:
Rank: Junior Officer
Unit: Financial Markets Sector
Location: Leyte