Strategic Investment Advisor

RCBC; Cebu City; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

RCBC in Cebu City is seeking an Investment Consultant to develop customized investment strategies aligned with clients' goals and risk profiles, supporting sales teams with portfolio expertise and market insights.

The role requires staying current on investment products, performing due diligence, and presenting detailed proposals to clients and sales colleagues, while ensuring regulatory compliance and risk management.

Qualifications

• Strong knowledge of financial products, markets, and investment strategies.
• 3–5 years of experience in investment advisory, wealth management, or private banking.

Responsibilities

• Investment Strategy Development: Create and implement customized investment strategies that align with clients’ financial objectives and risk profiles.
• Support to Sales Teams: Partner with sales teams to support client acquisition and portfolio allocation efforts and provide expertise on investment products and strategies.
• Product Knowledge and Expertise: Stay up-to-date with a wide range of investment products, including equities, bonds, mutual funds, ETFs, and structured products.
• Compliance and Risk Management: Ensure all investment advice comply with regulatory requirements, internal policies, and ethical standards.
• Market Research and Analysis: Conduct research on financial markets, economic trends, and geopolitical events to support investment decisions.

Skills

Strong knowledge of financial products

Education

Bachelor’s Degree in Finance, Economics, Business, or related field

Job description

RCBC in Cebu City is seeking an Investment Consultant to develop customized investment strategies aligned with clients' goals and risk profiles, supporting sales teams with portfolio expertise and market insights.

The role requires staying current on investment products, performing due diligence, and presenting detailed proposals to clients and sales colleagues, while ensuring regulatory compliance and risk management.