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Investment Specialist

2022-09-25 12:51IP Location 菲律宾1980
Area:All Cities
Industry Category:Accounting / Finance
Position:General / Cost Accounting
Department:
Number Of Recruits:several
Nature Of Work:Full Time
Gender Requirements:Male
Marriage Requirement:No marital status restrictions
Education Level: College Diploma
Work Experience:No work experience restrictions
Age:Above 18 years old
Salary Package:Negotiable

Job Summary:

Responsible for the growth of investment assets, sales volumes, and profitability of high network clients handledServices customer's day-to-day investment requirements such as, but not limited to time deposits, foreign exchange, fixed income, and other alternative investment productsImplements business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accountsSupports Relationship Managers of various sectors in deepening customer relationships by providing investment products and services

Role Exposure:

Develop your knowledge in Financial Markets products and be immersed in different sales processesBuild and manage portfolios of High-Net-Worth-Individuals and contribute to the Bank’s business growthDiscover future opportunities in Financial Markets Sector with the Philippines's Strongest Bank

Qualifications:

With a strong background in investment sales, private banking, or wealth managementA Certified Treasury Professional and SEC license holder is preferred but not requiredWith two years of experience working for a Bank as Treasury Specialist or Trader
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