Strategic Investment Advisor

RCBC; Cebu City; On-site; PHP 700,000 - 950,000; Full time

Job summary

RCBC is seeking an Investment Consultant to develop customized investment strategies based on clients’ goals and risk profiles in Cebu City. You will support sales teams in portfolio management by providing strategy expertise, market research, and assistance in client meetings.

The role requires staying current on investment products, ensuring compliance, managing risks, and conducting market research to aid informed decisions.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• Strong knowledge of financial products, markets, and investment strategies.
• Minimum 3–5 years of experience in investment advisory, wealth management, or private banking.

Responsibilities

• Develop customized investment strategies aligned with clients’ goals and risk profiles.
• Support sales teams with portfolio management and product knowledge to aid client meetings.
• Maintain up-to-date knowledge of equities, bonds, mutual funds, ETFs, and structured products; provide market insights.
• Ensure compliance with regulations and internal policies; perform due diligence on products to mitigate risks.
• Conduct market research and prepare detailed investment proposals for clients and sales teams.

Skills

Investment strategy

Client meetings

Market research

Risk management

Compliance

Education

Bachelor’s degree in Finance/Economics/Business

Job description

RCBC is seeking an Investment Consultant to develop customized investment strategies based on clients’ goals and risk profiles in Cebu City. You will support sales teams in portfolio management by providing strategy expertise, market research, and assistance in client meetings.

The role requires staying current on investment products, ensuring compliance, managing risks, and conducting market research to aid informed decisions.