Junior Portfolio Strategist - Wealth Management Division

Industry Category	Accounting / Finance	Position	Corporate Finance / Investment
Recruitment Department		Number Of Recruits	several
Work Location	Metro Manila (NCR) Makati	Nature Of Work	Full Time
Gender Requirements	Male	Marriage Requirement	No marital status restrictions
Education Level	Master's Degree	Work Experience	No work experience restrictions
Age Requirement	Above 18 years old	Salary Package	Negotiable
Updated Date	2022-10-18	Valid Until	Long-term validity

The Role

As a Junior Portfolio Strategist, you are responsible for the investment strategies of the Wealth Managers. You are expected to drive a proper mix of products to maximize revenues and support overall sales & profitability targets.

How you'll contribute

Assists the Wealth Manager in crafting & preparing investment strategies for specific customers based on long-term goals & objectives and customer risk profileCoaches & mentors Wealth Managers on market trends, product knowledge, portfolio allocation & rebalancingEnsures that rebalancing & churning of investment holdings are in accordance with the customer’s long-term objectives and risk profileEnsures that documentation of investment is complete before execution of a tradePrepares daily market updates to be sent to the Wealth Manager Team and conducts regular huddles and meetings with the Wealth Manager Team

What we’re looking for

Bachelor's Degree graduate in the fields of Business, Finance, Economics, Math, or Statistics preferably with MBA or Master of Finance or EconomicsChartered Financial Analyst certification is a preferenceShould have at least three years in the investments business (Trust, Treasury, or Brokerage)Must have mathematical and analytical capabilitiesShould be detail-oriented and innovative

About Security Bank We are the Philippines’ largest independent bank, having won countless awards over the years, including one of Euromoney's most prestigious industry awards in 2021—Best Bank in the Philippines.We’re changing how people bank. From the moment customers enter our branches to their experience online, we make them to feel valued and empowered.Now, with more than 300 branches spanning the country, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we’re far from done.In our constant pursuit of excellence and improvement, we create teams that support our business and each other.