Investment Solutions Specialist

Metrobank; Manila; On-site; PHP 350,000 - 550,000; Full time

Job summary

Metrobank in Manila is seeking a Junior Officer in Financial Markets to drive growth of investment assets and sales volumes while supporting Relationship Managers with investment solutions. You will handle high net worth clients and assist with profiling, market updates, and advisory services.

The role involves implementing strategies to increase client base, ensuring regulatory compliance, and processing investment documents accurately within the Financial Markets Sector / Investment

Qualifications

• Experience in handling high net worth clients and investment requirements.
• Knowledge of time deposits, foreign exchange, fixed income and structured products.
• Ability to profile clients and communicate market updates to clients.

Responsibilities

• Implements business strategies to increase client base and loyalty.
• Supports Relationship Managers with investment solutions and services.
• Profiles clients for product suitability and assists in profiling activities.
• Conducts marketing calls and product briefings to prospective and existing clients.
• Executes investment solutions confirmed by clients with the Bank as counterparty.

Skills

Client relationships

Investment products knowledge

Market updates

Sales growth

Job description

Metrobank in Manila is seeking a Junior Officer in Financial Markets to drive growth of investment assets and sales volumes while supporting Relationship Managers with investment solutions. You will handle high net worth clients and assist with profiling, market updates, and advisory services.

The role involves implementing strategies to increase client base, ensuring regulatory compliance, and processing investment documents accurately within the Financial Markets Sector / Investment