Investment Counselor Department Head

3 weeks ago

Makati City, National Capital Region, Philippines Security Bank Corporation Full time

Join to apply for the Investment Counselor Department Head role at Security Bank Corporation

As the Investment Counselor Department Head, you will lead a team of Investment Counselors, who will collaborate closely with Wealth Managers to engage clients effectively, maximize revenue, and support overall sales and profitability goals. You'll provide valuable market insights and strategic guidance on product selection and portfolio diversification to your assigned team as well as clients and Wealth Managers

Key Responsibilities
  • Develop strategies to exceed investment volume and income goals
  • Oversee and guide a team of investment counselors to ensure topnotch client engagement and stakeholder management
  • Collaborate with product providers to ensure competitive, client-relevant offerings
  • Recommend suitable investment products based on client objectives and risk appetite
  • Provide market updates and share the bank's investment outlook
  • Educate Wealth Managers and clients on product features, benefits, and risks
  • Support Wealth Managers in increasing investment AUM and revenue
  • Conduct portfolio reviews and identify opportunities for rebalancing and diversification
  • Assist with financial needs analysis and sales pitch preparation
  • Collaborate with product providers to ensure competitive offerings
What We're Looking For
  • Minimum of 5 years' experience in client-facing or sales roles, preferably within financial services
  • Strong grasp of financial markets, macroeconomics, portfolio management, and planning
  • Strong knowledge of financial market products including FX, bonds, mutual funds (UITF), and equities; experience with swaps and derivatives is a plus
  • Excellent communication and presentation abilities
  • Relevant certifications such as CUSP (Certified UITF Salesperson), Mutual Fund Certification, or other licenses for product distribution are preferred
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Sales
Industries
  • Banking and Financial Services
#J-18808-Ljbffr

  • Registered Guidance Counselor

    2 weeks ago

    Quezon City, National Capital Region, Philippines World Citi Colleges Full time $104,000 - $130,878 per year

    Duties and Responsibilities:Implements guidance and counseling services.Organizes classroom or group guidance activities.Conducts enrichment programs on various topics for students.Coordinates to deans/faculty members on matters relative to academic and behavioral concerns of students.Ensures gathering and recording of complete data of students for...

  • DEPARTMENT HEAD

    3 weeks ago

    Makati City, National Capital Region, Philippines PSBank Official Full time

    Direct message the job poster from PSBank OfficialOverview – Supervises the operations of the department and reviews the Business Loan proposals prepared by Large Enterprise Account Officer. Also contributes to the productivity of the team by processing Business Loan accounts (New/Renewal), including Large Enterprise DBP/SECA, as assigned. Ensures that all...

  • AVP - Investment Banking Head

    3 weeks ago

    Makati City, National Capital Region, Philippines Avensys Consulting Full time

    OverviewGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Avensys ConsultingResponsibilitiesManages department performance with the goal of identifying, securing and completing Corporate Finance Transactions.Investment Banking Head helps the corporations in finding the investor for obtaining the debt finance,...

  • AVP - Investment Banking Head

    3 weeks ago

    Makati City, National Capital Region, Philippines Avensys Consulting Full time

    Overview Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Avensys Consulting Responsibilities Manages department performance with the goal of identifying, securing and completing Corporate Finance Transactions. Investment Banking Head helps the corporations in finding the investor for obtaining the...

  • Department Head

    3 weeks ago

    Quezon City, National Capital Region, Philippines GOLDEN ABC, Inc. Full time

    Job Description Position Title: Department Head – LEAD (Learning, Education, Advancement & Development) Learning and Organizational Development Rank: Department Head Division: Human Capital Management (HCM) Reporting To: VP – Human Capital Management Direct Reports: Section Managers, Senior Specialists, Specialists Job Purpose To lead...

  • Front End Department Head

    6 days ago

    Makati City, National Capital Region, Philippines China Bank PH Full time ₱1,500,000 - ₱2,500,000 per year

    TheFront End Department Headoversees the operations of the Front End Department in Credit Processing Division Oversees the credit and other related account maintenance in adherence to Credit and Operational Policies Responsible for strategic planning and execution of plans agreed with Cards Business in support of the Business' Key Results Areas (KRAs)...

  • Head of Investment Solutions

    2 weeks ago

    Makati City, National Capital Region, Philippines beBeeDevelopment Full time ₱1,200,000 - ₱1,500,000

    Product Development LeadThe ideal candidate will have a proven track record in developing and executing product strategies, structuring complex financial products, and ensuring regulatory compliance.Develop and execute strategic roadmaps for investment offerings, including the creation of new products and enhancements to existing ones.Lead end-to-end...

  • Head of Department Store

    2 weeks ago

    Quezon City, National Capital Region, Philippines Viventis Search Asia Full time $70,000 - $120,000 per year

    Job Description: Head of Department StoreLocation: WaltermartReports to: Operations DirectorPosition OverviewThe Head of Department Store is responsible for overseeing the overall operations, performance, and growth of a Waltermart branch. This role ensures that the store delivers excellent customer service, achieves sales and profitability targets, and...

  • Guidance Counselor

    3 weeks ago

    Quezon City, National Capital Region, Philippines Quezoncity Full time

    Posted 5 days ago and deadline of application is on 30 DecRecruiter was hiring 8 hours agoJob DescriptionJob Description:Partakes in the planning, development, implementation and evaluation of different guidance activitiesConducts guidance orientation for students and parentsSchedules and conducts individual or group counseling sessionsAdministers, scores,...

  • Investment Management Principal

    3 weeks ago

    Makati City, National Capital Region, Philippines AIA Hong Kong Full time

    FIND YOUR 'BETTER' AT AIAWe don't simply believe in being 'The Best'. We believe in better — because there's no limit to how far 'better' can take us.We believe in empowering every one of our people to find their 'better' — in the work they do, the career they build, the life they live, and the difference they make. Together, we can support even more...