Junior Investment Solutions Specialist

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

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.