INVESTMENT ADVISOR ( CEBU CITY)

BPI (Bank of the Philippine Islands); Cebu City; On-site; PHP 400,000 - 560,000; Full time

Job summary

The Bank of the Philippine Islands is seeking an Investment Advisor to grow AUM and revenue across UITFs, MFs, PERA, fixed income products, and other investment offerings within segregated accounts.

You will provide investment advice, solutions, and account management support to clients while building strong partnerships with branches and relationship managers, aiming to expand client portfolios and maintain compliance with regulatory training requirements.

Qualifications

• Graduate of any 4-year business course.
• Mastery of investment sales process and product matching.
• Strong presentation and communication skills.
• Ability to apply knowledge of risks, policies, and market environment.
• Proficiency in MS Word, PowerPoint, Excel, and virtual platforms.
• Fresh graduate or with work experience in asset management or related fields.

Responsibilities

• Engages clients by providing investment advice and solutions
• Grows the investment assets under management (AUM) and revenue of assigned segments and clients
• Acts as account officer of basic segregated accounts (PMA)
• Develops strong partnerships with branches and Preferred Relationship Managers(RMs)
• Assists RMs in profiling and recommending investment products to clients
• Assists RMs in providing market updates
• Addresses investment concerns of Preferred Regular clients
• Conducts branch product briefings and serves as SME for basic investment training courses
• Assists Senior Investment Advisor (SIA) in conducting reviews for regulatory investment certifications
• Conducts Investment 101 and Financial Wellness events and handles client queries and objections
• Facilitates account opening of segregated accounts and ensures proper endorsement of transactions to IS and AMTC units
• Assists IS in addressing basic investment concerns of branches and clients

Skills

Presentation skills

Communication skills

MS Word

PowerPoint

Excel

Analytical thinking

Client relationship

Virtual communication platforms

Team orientation

Trustworthy

Results-oriented

Education

Bachelor's degree in business

Tools

MS Word

PowerPoint

Excel

Video/Virtual conferencing

Job description

The Investment Advisor is responsible for growing thevolume and revenue of the assigned portfolio through BPI Wealth investmentproducts such as Unit Investment Trust Funds (UITFs), Mutual Funds (MFs),Personal Equity & Retirement Account (PERA) products, fixed incomesecurities, collective investment schemes, and other investment products undersegregated accounts. The role contributes to achieving the team’s anddepartment’s goals by providing investment advice, solutions, and accountmanagement support to clients while building strong partnerships with branchesand relationship managers.

Responsibilities

• Engagesclients by providing investment advice and solutions
• Growsthe investment assets under management (AUM) and revenue of assignedsegments and clients
• Actsas account officer of basic segregated accounts (PMA)
• Developsstrong partnerships with branches and Preferred Relationship Managers(RMs)
• AssistsRMs in profiling and recommending investment products to clients
• AssistsRMs in providing market updates
• Addressesinvestment concerns of Preferred Regular clients
• Conductsbranch product briefings and serves as Subject Matter Expert (SME) forbasic investment training courses
• AssistsSenior Investment Advisor (SIA) in conducting reviews for regulatoryinvestment certifications
• ConductsInvestment 101 and Financial Wellness events and handles client queriesand objections
• Facilitatesaccount opening of segregated accounts and ensures proper endorsement oftransactions to IS and AMTC units
• AssistsIS in addressing basic investment concerns of branches and clients

Qualifications

• Graduateof any 4-year business course from a reputable university
• Masteryof investment sales process and product matching (all investment funds,PMA-like segregated accounts)
• Strongpresentation and communication skills
• Abilityto apply knowledge of risks, policies, and economic/market environment inrecommending products
• Proficiencyin MS Word, PowerPoint, Excel, and virtual communication platforms
• Certificationrequirements: AMLA Trainings, BPI Mandatory Courses, TOAP UCP Certified,SEC Mutual Fund CIS, SEC CEFIMS, AMTC Academy
• Attributes:Trustworthy, team-oriented, conscientious, results-oriented, sociable,inquisitive, resourceful, analytical, with good credit standing
• Freshgraduate or preferably with work experience in asset management, trustbanking, treasury, financial and capital markets, consumer banking, orinvestment banking