Investment Specialist (Downtown Center)

Metrobank; Manila; On-site; PHP 334,800 - 558,000; Full time

Job summary

A leading banking institution in the Philippines is seeking an Investment Specialist to enhance the profitability and growth of investment assets for high net worth clients. Responsibilities include implementing strategies to improve client relations, supporting Relationship Managers, and monitoring compliance with policies. We focus on providing innovative investment solutions to meet diverse customer needs. If you are driven to achieve excellence and want to contribute to financial growth, consider a career with us.

Responsibilities

• Implement business strategies to grow client base and enhance loyalty.
• Support Relationship Managers with investment solutions.
• Profile clients for product suitability.
• Conduct marketing calls and product briefings.
• Execute investment solutions confirmed by clients.
• Assess and provide feedback on market performance.
• Comply with policies and regulations.
• Monitor documentation submission by clients.
• Update and keep records of the Desk.
• Perform related functions as assigned.

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!

Position Title:

Investment Specialist – Downtown (Binondo)

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 / Metro Manila

Location: Metrobank Downtown Binondo Office