Investment Counselor for Davao

3 days ago


Davao City, Davao, Philippines Security Bank Corporation Full time

As an Investment Counselor, you will be responsible for achieving investment product fee income and AUM targets in Davao City. Assists wealth managers in engaging clients with investment products to maximize revenues and support overall sales and profitability targets. Provides market insights and shares strategies with clients and Wealth Managers on product selection and diversification.

How you'll contribute

  • Understands wealth management clients' investment objectives and risk profiles and recommends appropriate investment products
  • Provide clients with market updates and house view
  • Coordinates with various product providers to ensure that products are relevant to customers and competitive with other banks.
  • Educates the wealth management team and clients on the features, benefits, and risks of different investment products
  • Contributes to investment revenue
  • Aids Wealth Managers in increasing investment AUM as a percentage of total AUM and deepening the allocated base.
  • Supports Wealth Managers by conducting portfolio reviews at allocated wealth centers
  • Studies client investment portfolios to identify opportunities for rebalancing, asset allocation, and expanding product selection based on client needs and goals
  • Initiates and assists Wealth Managers in conducting financial needs analysis (FNA) to assess clients' profiles and determine suitable products to meet their needs and goals
  • Shares market trends, product knowledge, portfolio allocation, and rebalancing ideas with Wealth Managers to provide sound advice to clients
  • Grows investment product AUM (Assets Under Management) within the define team
  • Assists Wealth Managers in crafting and preparing sales pitches based on long-term goals, objectives, and customer risk profiles to guide clients in managing their portfolios
  • Discusses bank strategy with clients to enhance customer engagement, asset allocation, and sales conversion

What we're looking for

  • Must have a Bachelor's or College degree
  • Preferably with at least 4 years relevant experience in client-facing / sales role
  • Knowledge and proficiency in Financial Markets Products such as FX, bonds, mutual funds, and equities (swaps and derivates preferred)
  • Certification, CUSP (Certified UITF Salesperson), Mutual Fund Certification and other Certifications and Licenses required to distribute covered products preferred
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