Investment Consultant

6 days ago

Taguig, Philippines Maybank Full time

Your Role

The Investment Consultant (IC) position will be broadly responsible for supporting and delivering the consulting-based products and services of MPI Premier to both Premier Relationship Managers (RMs) and clients. The incumbent provides investment advice to RMs and clients to meet client’s desired risk/investment performance requirements and increase bank’s share of client wallet.

How You Can Contribute

The IC performs its functions for Maybank Wealth Management, providing investment advice to MPI Premier RMs and clients to meet client’s desired risk/investment performance requirements and increase bank’s share of client wallet. The areas covered by the Investment Consultant include market & fund manager analytics, mutual fund analysis, product management, portfolio analysis, performance evaluation as well as market research.

Responsibilities include the following:

  • To provide independent opinion on quality of clients’ existing portfolios
  • To formulate the unit’s overall investment strategies based on Maybank’s house views in coordination with regional counterparts and cascade these strategies and investment ideas to RMs
  • To provide timely and financial advisory given client’s financial objectives and needs profile
  • To monitor movements in financial markets and provide regular and timely feedback/advisory to RMs and clients
  • To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
  • To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities
  • To coordinate with both Trust and Treasury units in improving the investment process and product plate for HNWI

What We Are Looking For

  • Bachelor's Degree in Banking, Business Studies, Finance, Economics, or equivalent.
  • MBA or CFA Charterholder would be an advantage
  • Excellent communication and coalition building skills with an ability to balance, negotiate and work with a variety of internal and external stakeholders; high level of knowledge and understanding in the subject matters
  • SEC Fixed Income Market Salesman and UITF Certification
  • Experience in using Bloomberg Terminal or other financial software
#J-18808-Ljbffr

  • Investment Consultant

    2 weeks ago

    Taguig, National Capital Region, Philippines Maybank Full time

    Your RoleThe Investment Consultant (IC) position will be broadly responsible for supporting and delivering the consulting-based products and services of MPI Premier to both Premier Relationship Managers (RMs) and clients. The incumbent provides investment advice to RMs and clients to meet client's desired risk/investment performance requirements and increase...

  • Real Estate Investment Advisor

    1 week ago

    Taguig, National Capital Region, Philippines beBeeInvestment Full time A$18,000 - A$24,000

    Job Description:We are seeking a seasoned Real Estate Investment Advisor to join our team.This role is designed for professionals with proven success in selling real estate investment solutions to clients who are looking to grow their wealth through property.You will guide qualified clients through every stage of the property investment journey, from initial...

  • Real Estate Investment Specialist

    1 week ago

    Taguig, National Capital Region, Philippines beBeeInvestment Full time A$24,000

    Job Overview:We are looking for a sales professional with a strong background in investment property to join our advisory team.This role is ideal for individuals who have experience in selling investment properties to clients and want to take their skills to the next level.Key Responsibilities:Conduct thorough consultations with potential clients to...

  • Investment Specialist

    2 weeks ago

    Taguig, National Capital Region, Philippines J-K International Language Center Full time ₱35,000 - ₱50,000 per year

    COMPANY PROFILE: With over 49 years of industry experience, this IT companyprovides a wide range of services to its clients, including business process and IToutsourcing.Position: Investment Specialist (ONLINE INTERVIEW)Company Industry: IT CompanyWork Location: Taguig CityWork Schedule: NightshiftSalary: Php 35,000 - Php 50,000Work Set Up: Work...

  • Mortgage Consultant

    3 days ago

    Taguig, National Capital Region, Philippines BC Invest Full time ₱1,200,000 - ₱2,400,000 per year

    Job Highlights:• Five-day work week with 20 days annual leave• Enjoy extensive Medical and Dental Benefit• Onsite working arrangementAbout BC Invest:BC Invest is the mortgage arm of the Navalo Financial Services Group. Navalo is wholly owned by Metrics Credit Partners (Metrics).Metrics is one of Australia's fastest growing and most diversified...

  • Financial Consultant

    5 days ago

    Taguig, Philippines FWD Life Insurance Corporation Full time

    Description Analyze client financial situations and develop personalized financial strategies. Provide expert advice on investment opportunities and financial products. Build strong relationships with clients to understand their financial goals. Educate clients on their financial options and services provided. Monitor and review clients’ financial plans...

  • Investment Banking Professional

    1 week ago

    Taguig, National Capital Region, Philippines beBeeCareer Full time ₱700,000 - ₱1,050,000

    Job OverviewAs a key player in our organization, you will play a pivotal role in supporting deal execution across mergers and acquisitions and capital markets. This dynamic position offers hands-on experience with seasoned professionals, leadership opportunities, and a collaborative culture that prioritizes work-life balance.Main ResponsibilitiesConduct...

  • Investment Compliance Analyst

    1 week ago

    Taguig City & Ortigas, Philippines J-K Network Services Full time

    Client Profile: This company was founded in 1976. One of the fastest growing IT company not only in the Philippines but also in Canada and Australia. This company focuses on Business consulting, Systems integration and IT services. Position: Investment Compliance Analyst Company Industry: IT Company Location: Taguig City & Ortigas Salary Offer: Php 35,000 -...

  • Financial Consultant

    5 days ago

    Taguig, Philippines FWD Life Insurance Corporation Full time

    Description Provide expert financial advice to clients to help them achieve their financial goals. Analyze clients' financial situations and develop tailored investment strategies. Prepare and present comprehensive financial plans that suit clients' needs. Educate clients on various financial products and services. Maintain strong client relationships and...

  • Financial Consultant

    5 days ago

    Taguig, Philippines Pru Life UK - Team Gizelle Full time

    Overview Hybrid - Taguig | 1-3 Years Experience | Bachelor | Part-time Job Description Looking for a meaningful side hustle that can grow into something big? Join our team as a Part-Time Financial Consultant ! We’re on the lookout for driven, positive, and goal-oriented individuals who want to earn extra income, help others secure their financial future,...