Wealth Investment Advisor: Grow AUM & Client Solutions

Bank of the Philippine Islands (BPI); Cebu City; On-site; PHP 600,000 - 900,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking an Investment Advisor to grow the volume and revenue of the assigned portfolio through BPI Wealth products including UITFs, Mutual Funds, PERA, and fixed income securities. You will provide investment advice, solutions, and account management support to clients while collaborating with branches and relationship managers.

Responsibilities include engaging clients with investment solutions, growing AUM, acting as PMA officer, and assisting RMs with

Qualifications

• Graduate of a 4-year business degree from a reputable university.
• Mastery of investment sales process and product matching.
• Knowledge of global market developments.
• Strong presentation and communication skills.
• Proficiency in MS Word, PowerPoint, Excel, and virtual platforms.

Responsibilities

• Engages clients by providing investment advice and solutions.
• Grows AUM and revenue of assigned segments and clients.
• Acts as account officer of basic segregated accounts (PMA).
• Develops partnerships with branches and Preferred RMs.
• Assists RMs in profiling and recommending investment products.
• Assists RMs in providing market updates.
• Addresses investment concerns of Preferred Regular clients.
• Conducts Investment 101 and Financial Wellness events.
• Facilitates account opening of segregated accounts and endorsements.
• Supports IS in addressing basic investment concerns.

Skills

Investment sales

Product matching

Global markets

Presentation skills

Communication skills

MS Office

Virtual platforms

Credit standing

Team orientation

Analytical thinking

Education

Bachelor's degree

Tools

MS Word

PowerPoint

Excel

Video conferencing

Job description

Bank of the Philippine Islands (BPI) is seeking an Investment Advisor to grow the volume and revenue of the assigned portfolio through BPI Wealth products including UITFs, Mutual Funds, PERA, and fixed income securities. You will provide investment advice, solutions, and account management support to clients while collaborating with branches and relationship managers.

Responsibilities include engaging clients with investment solutions, growing AUM, acting as PMA officer, and assisting RMs with