Investment Consultant

Robert Walters

Taguig City, Metro Manila
Permanent
Full-time

1 month ago

A financial services firm is seeking an Investment Consultant for their dynamic team.This role offers the opportunity to provide investment advice and deliver consulting-based products and services to both Premier Relationship Managers (RMs) and clients. The successful candidate will have the chance to shape the unit's overall investment strategies, monitor financial market movements, and ensure compliance with all regulations.

Opportunity to provide investment advice and deliver consulting-based products and services
Chance to shape the unit's overall investment strategies
Crucial role in ensuring compliance with all regulations

What you'll do:

Provide independent opinion on quality of clients' existing portfolios
Formulate the unit's overall investment strategies based on house views and cascade these strategies and investment ideas to RMs
Provide timely and financial advisory given client's financial objectives and needs profile
Monitor movements in financial markets and provide regular feedback/advisory to RMs and clients
Comply with all applicable money laundering prevention procedures and report any suspicious activity
Ensure compliance with all regulations and controls as set by the bank and external regulatory authorities
Coordinate with both Trust and Treasury units in improving the investment process and product plate for HNWI.

What you bring:

Bachelor's degree in Banking, Business Studies, Finance or equivalent; MBA or CFA Charterholder is an advantage
Self-driven with strong presentation skills
Good analytical skills with strong strategic thinking abilities
SEC Fixed Income Market Salesman
Excellent written, communication, and interpersonal skills

What sets this company apart:
As one of the largest in the region, this company provides unparalleled access to a diverse range of financial services and expertise. Their commitment to innovation is evident in our cutting-edge digital banking solutions, offering seamless online and mobile platforms for effortless financial management. They prioritise your needs, delivering personalised banking solutions and top-notch service through every interaction.What's next:
Ready to take your career to new heights? Apply now!
Apply today by clicking on the link!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 touchElin Ramos+63 2 8816 4972

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