INVESTMENT 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

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development. With Metrobank, a meaningful life is within your reach!

Job Summary:

Responsible for the growth of investment assets, sales volumes and profitability of high net worth and other investing clients handled. Services customer’s day-to-day investment requirements such as, but not limited to time deposits, foreign exchange, fixed income, structured products and other alternative investment products, including hedges on cashflows.

Specific Duties & Responsibilities:

• Implements business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts.
• Supports Relationship Managers of various sectors in deepening customer relationships by providing investment solutions through products and services.
• Profiles clients as to product suitability and assists the Branch and Relationship Managers in conducting profiling activities.
• Conducts marketing calls and comprehensive product briefings and market updates to prospective and existing clients.
• Executes the investment solutions confirmed by clients with the Bank as its counterparty and depending on the authority it provided.
• Continually assesses and provides feedback to the Desk/Department Head regarding financial markets performance, competitiveness, relevance and overall profitability viability of investment products and services.
• 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.
• Monitors the submission of required documents by clients/branches and ensures accuracy and prompt delivery of investment documents and reports to internal clients.
• Updates and keeps pertinent records of the Desk
• Performs other related functions that may be assigned from time to time

Other Details:

Rank: Junior Officer

Unit: Financial Markets Sector / Investment Distribution Division / South Luzon