Junior Investment Solutions Specialist

Metrobank; Manila; On-site; PHP 600,000 - 800,000; Full time

Job summary

A leading banking institution is seeking an Investment Specialist to be based in Downtown Manila. This role is responsible for managing and growing investment assets while servicing high net worth clients in their investment needs. Ideal candidates should have a strong aptitude for client relations, be well-versed in investment products, and demonstrate compliance with financial regulations. You will play a key role in enhancing the client experience and driving profitability while contributing to the bank's community initiatives.

Responsibilities

• Implement business strategies to increase client base and retention.
• Support Relationship Managers by providing investment solutions.
• Profile clients for product suitability and assist in profiling activities.
• Conduct marketing calls and briefings for clients.
• Execute investment solutions as confirmed by clients.
• Assess and provide feedback on financial markets performance.
• Monitor submission of required documents and ensure accuracy.
• Update and maintain pertinent records of the Desk.
• Perform other related functions as assigned.

Job description

A leading banking institution is seeking an Investment Specialist to be based in Downtown Manila. This role is responsible for managing and growing investment assets while servicing high net worth clients in their investment needs. Ideal candidates should have a strong aptitude for client relations, be well-versed in investment products, and demonstrate compliance with financial regulations. You will play a key role in enhancing the client experience and driving profitability while contributing to the bank's community initiatives.