INVESTMENT ADVISOR CEBU CITY

Bank of the Philippine Islands (BPI); Cebu City; On-site; PHP 600,000 - 800,000; Full time

Job summary

Bank of the Philippine Islands (BPI) seeks an Investment Advisor to drive growth in revenue and assets under management by delivering investment advice and tailored solutions across UITFs, MFs, PERA, fixed income, and other schemes. You will support branches and relationship managers with client profiling and product recommendations.

You will also conduct trainings, respond to client inquiries, and coordinate with IS and AMTC units to ensure smooth onboarding and compliance.

Qualifications

• Mastery of investment sales process and product matching across funds and segregated accounts.
• Knowledge of global market developments and their impact on client portfolios.
• Strong presentation and communication skills for client meetings and trainings.
• Ability to apply risk, policy, and market environment knowledge to product recommendations.
• Proficiency with MS Word, PowerPoint, Excel and virtual communication platforms.
• Certification requirements including AMLA trainings, BPI courses, TOAP UCP, SEC Mutual Fund CIS, SEC CEFIMS, AMTC Academy.
• Attributes: trustworthy, team-oriented, conscientious, results-driven, sociable, inquisitive, resourceful, analytical with good credit standing.

Responsibilities

• Engages clients by providing investment advice and solutions.
• Grows AUM and revenue for assigned segments and clients.
• Acts as account officer for basic segregated accounts (PMA).
• Develops partnerships with branches and relationship managers.
• Assists RMs in profiling and recommending investment products to clients.
• Provides market updates to RMs and clients.
• Addresses investment concerns of Preferred Regular clients.
• Conducts branch product briefings and SME training courses.
• Assists SIA in regulatory investment reviews.
• Conducts Investment 101 and Financial Wellness events and handles client queries.
• Facilitates opening of segregated accounts and endorsement of transactions to IS/AMTC units.
• Assists IS in addressing basic investment concerns of branches and clients.

Skills

Investment sales

Presentation

Global markets knowledge

Risk awareness

MS Office

Education

4-year business degree

Tools

MS Word

PowerPoint

Excel

Virtual meetings

Job description

Job Description

The Investment Advisor is responsible for growing the volume and revenue of the assigned portfolio through BPI Wealth investment products such as Unit Investment Trust Funds (UITFs), Mutual Funds (MFs), Personal Equity & Retirement Account (PERA) products, fixed income securities, collective investment schemes, and other investment products under segregated accounts. The role contributes to achieving the team's and department's goals by providing investment advice, solutions, and account management support to clients while building strong partnerships with branches and relationship managers.

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 Subject Matter Expert (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

Qualifications

• Graduate of any 4-year business course from a reputable university
• Mastery of investment sales process and product matching (all investment funds, PMA-like segregated accounts)
• Knowledge of global market developments
• Strong presentation and communication skills
• Ability to apply knowledge of risks, policies, and economic/market environment in recommending products
• Proficiency in MS Word, PowerPoint, Excel, and virtual communication platforms
• Certification requirements: 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
• Fresh graduate or preferably with work experience in asset management, trust banking, treasury, financial and capital markets, consumer banking, or investment banking