Investment Strategy Advisor - Wealth Management

RCBC

Manila

On-site

PHP 600,000 - 1,000,000

Full time

5 days ago

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Job summary

RCBC is seeking an Investment Consultant in Manila to develop customized investment strategies based on client goals and risk profiles. You will support sales teams with portfolio management, provide product insights, and ensure compliance and risk management through thorough due diligence.

The role requires staying current on investment products and conducting market research to guide informed client decisions.

Qualifications

Bachelor’s degree in finance related field is required.
3–5 years of experience in investment advisory, wealth management, or private banking.
Strong knowledge of financial products, markets, and investment strategies.

Responsibilities

Investment Strategy Development: Create customized investment strategies aligned with client goals and risk profiles.
Support to Sales Teams: Assist in client acquisition and portfolio allocation with product expertise.
Product Knowledge and Expertise: Stay updated on equities, bonds, mutual funds, ETFs, and structured products.
Compliance and Risk Management: Ensure investment advice complies with regulatory requirements and internal policies.
Market Research and Analysis: Conduct market research and present reports and investment proposals.