Investment Counselor for Davao
3 weeks ago
Job Summary
We are seeking an experienced Investment Counselor to join our team in Davao City. As an Investment Counselor, you will be responsible for achieving investment product fee income and AUM targets.
About the Role
- You will assist 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.
Your Key Responsibilities
- Understand wealth management clients' investment objectives and risk profiles and recommend appropriate investment products.
- Provide clients with market updates and house view.
- Coordinate with various product providers to ensure that products are relevant to customers and competitive with other banks.
- Educate the wealth management team and clients on the features, benefits, and risks of different investment products.
- Contribute to investment revenue.
- Aid Wealth Managers in increasing investment AUM as a percentage of total AUM and deepening the allocated base.
- Support Wealth Managers by conducting portfolio reviews at allocated wealth centers.
- Study client investment portfolios to identify opportunities for rebalancing, asset allocation, and expanding product selection based on client needs and goals.
- Initiate and assist Wealth Managers in conducting financial needs analysis (FNA) to assess clients' profiles and determine suitable products to meet their needs and goals.
- Share market trends, product knowledge, portfolio allocation, and rebalancing ideas with Wealth Managers to provide sound advice to clients.
- Grow investment product AUM within the define team.
- Assist 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.
- Discuss bank strategy with clients to enhance customer engagement, asset allocation, and sales conversion.
Requirements
- Bachelor's or College degree required.
- At least 4 years relevant experience in client-facing / sales role preferred.
- Knowledge and proficiency in Financial Markets Products such as FX, bonds, mutual funds, and equities (swaps and derivatives preferred).
- Certification, CUSP (Certified UITF Salesperson), Mutual Fund Certification and other Certifications and Licenses required to distribute covered products preferred.
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