Junior Portfolio Strategist - Wealth Management Division
| 行业 | Accounting / Finance | 职位 | Corporate Finance / Investment |
|---|---|---|---|
| 招聘部门 | 招聘人数 | 若干 | |
| 工作地区 | Metro Manila (NCR)Makati | 工作性质 | Full Time |
| 性别要求 | Male | 婚姻要求 | No marital status restrictions |
| 学历要求 | Master's Degree | 工作经验 | 不限 |
| 年龄要求 | 18岁以上 | 待遇水平 | 面议 |
| 更新日期 | 2022-10-18 | 有效期至 | Valid for a long time |
职位描述
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 TeamWhat 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公司介绍
更多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.