INVESTMENT SPECIALIST

3 weeks ago

Manila, Philippines Metrobank Full time

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Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach

Position Title: Investment Specialist

Job Summary:

  • Responsible for the growth of investment assets, sales volumes, and profitability of high network clients handled
  • Services 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
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