Strategic Investment Advisor

BDO Unibank; Cebu City; On-site; PHP 600,000 - 900,000; Full time

Job summary

BDO Unibank seeks an experienced Investment Advisor to formulate strategies aligned with market conditions and to support relationship managers in delivering wealth solutions to mass affluent clients. You will translate the bank's house view into client-focused guidance and help shape onboarding product inputs.

You will work closely with relationship managers to meet mandates while contributing to ongoing investment initiatives and process improvements within the Wealth Management team.

Qualifications

• Experience in investment advisory for mass affluent clients.
• Ability to tailor wealth management solutions to client needs.
• Strong understanding of market conditions and product landscapes.

Responsibilities

• Formulate investment strategies considering market conditions for team execution.
• Communicate strategies and house view to RMs and clients via multiple channels.
• Collaborate with RMs to meet investment mandates and client goals.
• Provide inputs on products for onboarding based on client needs and landscape.
• Support investment-related initiatives and process improvements.

Skills

Investment advisory

Wealth management

Mass affluent solutions

Education

Professional Certifications & Licenses

Job description

BDO Unibank seeks an experienced Investment Advisor to formulate strategies aligned with market conditions and to support relationship managers in delivering wealth solutions to mass affluent clients. You will translate the bank's house view into client-focused guidance and help shape onboarding product inputs.

You will work closely with relationship managers to meet mandates while contributing to ongoing investment initiatives and process improvements within the Wealth Management team.