Investment Specialist (North Luzon, South Luzon, VISMIN)
Job Summary:
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Implements business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts
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Supports Relationship Managers of various sectors in deepening customer relationships by providing investment products and services.
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Profiles clients as to product suitability and assists the Branch and Relationship Managers in conducting profiling activities.
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Conducts marketing calls and comprehensive product briefings and market updates to prospective and existing clients.
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Continually assesses and provides feedback to the Desk/Department Head regarding market performance, competitiveness, relevance and overall profitability of investment products and services.
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Complies with policies and regulations affecting the market where he/she trades and conducts work activities with an awareness of the risks and prescribed controls.
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Monitors the submission of required documents by clients/branches and ensures accuracy and prompt delivery of investment documents and reports to clients.
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Files, safe keeps and maintains documents of the Desk, particularly deal-related customer files.
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Performs other related functions that may be assigned from time to time
Qualifications:
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With a strong background in investment sales, private banking, or wealth management
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A Certified Treasury Professional and SEC license holder
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With two years of experience working for a Bank as Treasury Specialist or Trader