Wealth Strategy Consultant: Investment & Portfolio Expert

RCBC; Manila; Presencial; PHP 600.000 - 900.000; Tempo integral

Resumo da vaga

RCBC in the Philippines is seeking an Investment Consultant responsible for developing customized investment strategies aligned with clients' financial goals and risk profiles. You will support sales teams in portfolio management with market research and data analysis, and help in client meetings to communicate strategies.

You will stay current on investment products, ensure compliance, manage risks through due diligence, and prepare proposals and reports to aid clients in making informed

Qualificações

• Bachelor’s degree or higher 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 strategies aligned with clients’ objectives and risk profiles.
• Support to Sales Teams: Assist in client meetings, develop materials, and help close deals with in-depth product knowledge.
• Product Knowledge and Expertise: Stay up-to-date with equities, bonds, funds, ETFs, and structured products and explain options to clients.
• Compliance and Risk Management: Ensure compliance with regulations and internal policies; perform due diligence on products.
• Market Research and Analysis: Conduct research on markets, economics, and geopolitics to support decisions and proposals.

Conhecimentos

Investment strategy

Sales support

Market research

Risk management

Regulatory compliance

Formação

Bachelor’s Degree in Finance, Economics, Business, or related field

Descrição da vaga

RCBC in the Philippines is seeking an Investment Consultant responsible for developing customized investment strategies aligned with clients' financial goals and risk profiles. You will support sales teams in portfolio management with market research and data analysis, and help in client meetings to communicate strategies.

You will stay current on investment products, ensure compliance, manage risks through due diligence, and prepare proposals and reports to aid clients in making informed