Wealth Management Investment Strategist

RCBC; Manila; Presencial; PHP 600 000 - 900 000; Tempo integral

Resumo da oferta

RCBC in Manila is seeking an Investment Consultant to develop customized investment strategies based on clients' goals and risk profiles. The role supports sales teams in portfolio management with strategy expertise, market research, and meeting participation.

The candidate will stay current on investment products, ensure compliance, manage risks through due diligence, and conduct market research to aid clients in informed decisions.

Qualificações

• 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.

Responsabilidades

• Investment Strategy Development: Create and implement customized investment strategies aligned with client objectives and risk profiles.
• Support to Sales Teams: Assist client acquisition and portfolio allocation efforts, develop sales materials and presentations.
• Product Knowledge and Expertise: Stay up-to-date with a wide range of investment products and provide insights on options and risks.
• Compliance and Risk Management: Ensure investment advice complies with regulations and internal policies; conduct due diligence on products.
• Market Research and Analysis: Conduct research on financial markets and present reports and proposals to clients and sales teams.

Conhecimentos

Investment strategy

Market research

Data analysis

Portfolio management

Compliance

Risk management

Due diligence

Client meetings

Sales support

Product knowledge

Formação académica

Bachelor's degree in Finance, Economics, Business

Descrição da oferta de emprego

RCBC in Manila is seeking an Investment Consultant to develop customized investment strategies based on clients' goals and risk profiles. The role supports sales teams in portfolio management with strategy expertise, market research, and meeting participation.

The candidate will stay current on investment products, ensure compliance, manage risks through due diligence, and conduct market research to aid clients in informed decisions.