Strategic Wealth Investment Advisor

RCBC

Manila

On-site

PHP 800,000 - 1,000,000

Full time

7 days ago

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Job summary

RCBC is seeking an Investment Consultant to develop customized investment strategies based on clients’ goals and risk profiles, and to support sales teams with portfolio management and product expertise. You will conduct market research, perform due diligence to manage risk, prepare investment proposals, and ensure compliance with regulatory standards while assisting in client meetings.

The role requires a Bachelor’s degree in Finance/ Economics/ Business and 3–5 years of experience in

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

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.