Wealth Investment Consultant: Strategic Portfolio Advisor

Maybank; Philippines; On-site; PHP 500,000 - 800,000; Full time

Job summary

The Investment Consultant (IC) position at Maybank involves supporting consulting-based products and services for Premier Relationship Managers and clients. This role is crucial in providing investment advice and increasing the bank's share of client wallet through thorough market analysis.

In this position, you will collaborate with regional counterparts, formulate investment strategies, and monitor financial markets to ensure timely advisory for RMs and clients. Applicants should have a Bachelor's degree in a related field, strong communication skills, and preferably an MBA or CFA charter.

Qualifications

• Bachelor's Degree in relevant field.
• Possession of SEC Fixed Income Market Salesman and UITF Certification.
• Experience in financial market analysis.

Responsibilities

• Provide independent opinion on clients’ existing portfolios.
• Formulate investment strategies based on Maybank’s house views.
• Monitor financial market movements and provide timely advisories.

Skills

Excellent communication skills

Coalition building

Financial market knowledge

Education

Bachelor's Degree in Banking, Business Studies, Finance, Economics or equivalent

MBA or CFA Charterholder

Tools

Bloomberg Terminal

Financial software

Job description

The Investment Consultant (IC) position at Maybank involves supporting consulting-based products and services for Premier Relationship Managers and clients. This role is crucial in providing investment advice and increasing the bank's share of client wallet through thorough market analysis.

In this position, you will collaborate with regional counterparts, formulate investment strategies, and monitor financial markets to ensure timely advisory for RMs and clients. Applicants should have a Bachelor's degree in a related field, strong communication skills, and preferably an MBA or CFA charter.