Investment Consultant
Salary Market Aligned
Location National Capital Region
FULL_TIMEConsultant Micah Casem
Job Ref 1825930/001
Date posted 12 July 2022
philippines banking-financial-services/consumer-banking 2022-07-14 2022-09-10 banking Makati National Capital Region PH Robert Walters https://www.robertwalters.com.ph https://www.robertwalters.com.ph/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png
An exciting Investment Consultant job has opened up at one of the foremost and continuously growing foreign banks in the Philippines.
About the Investment Consultant Role:
In this role, you will be responsible for the growth and development of the wealth management portfolio for the bank’s affluent and high-net-worth customers.
Key Responsibilities:
- Increase investment penetration of overall Wealth Management portfolio through asset allocation and portfolio diversification and rebalancing strategies
- Stay informed of competitors’ products and services and current market trends to keep the bank and competitive
- Provide training to new Relationship Managers and liaise with local and offshore HR training teams with training programmes that may be suitable for Relationship Managers
- Provide investment advice to RMs and clients to meet client’s desired risk/investment performance requirements and increase bank’s share of client wallet
Key Requirements:
- Minimum of five years' significant work experience in treasury, or investments advisory for affluent and/or high-net-worth clients
- Skilled in marketing investment products, preferably with certifications
- Strong customer orientation with inclination towards business development and sales
- Excellent written, communication, and interpersonal skills
- Strong motivation and personal drive to succeed
The company is one of the foremost and continuously growing foreign banks in the Philippines whose business has been operation for 20 years. Given their growth, they are looking for proficient and aggressive professionals to join and contribute to their organisation.
If you have the drive and determination to contribute to a growing business, this Investment Consultant role is for you.
Apply now or contact me to learn more.
Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.
Get in touch
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