Investment Specialist

7 days ago


Manila, National Capital Region, Philippines Metrobank Full time

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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