Client-Focused Investment Advisor

Bank of America; Nueva Ecija; On-site; PHP 3,767,000 - 4,394,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in the Philippines is seeking a client-focused financial professional to triage client leads, tailor investment and banking solutions, and meet with clients to review goals and offer recommendations. The role involves licensing steps and SAFE Act registration compliance, with a focus on building trusted client relationships in a dynamic environment.

Responsibilities include planning financial strategies, referrals to service teams, and proactive growth by engaging new clients

Qualifications

• Licenses required per industry regulations
• Self-discipline in time and task management
• Experience cultivating client relationships and assessing needs
• Strong communication and collaboration with peers
• Results-driven mindset prioritizing client interests in a fast-paced environment
• Ability to multitask and manage multiple responsibilities
• Willingness to learn and adapt to new technology/applications

Responsibilities

• Works with clients to plan short- and long-term financial goals using brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal providers based on needs and assets.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma

FINRA SIE (Desired)

Bachelor's degree (Desirable)

Job description

Bank of America in the Philippines is seeking a client-focused financial professional to triage client leads, tailor investment and banking solutions, and meet with clients to review goals and offer recommendations. The role involves licensing steps and SAFE Act registration compliance, with a focus on building trusted client relationships in a dynamic environment.

Responsibilities include planning financial strategies, referrals to service teams, and proactive growth by engaging new clients