Investment Specialist

1 day ago


Metro Manila Philippines Metrobank Full time

Position Title: Investment Specialist Job Summary Responsible for the growth of investment assets, sales volumes, and profitability of high network clients handled Serves customer's day-to-day investment requirements such as, but not limited to time deposits, foreign exchange, fixed income, and other alternative investment products Implements business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts Supports 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 processes Build and manage portfolios of High-Net-Worth-Individuals and contribute to the Bank’s business growth Discover future opportunities in Financial Markets Sector with the Philippines's Strongest Bank Qualifications With a strong background in investment sales, private banking, or wealth management A Certified Treasury Professional and SEC license holder With two years of experience working for a Bank as Treasury Specialist or Trader #J-18808-Ljbffr



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