Investment Specialist

3 weeks ago


Philippines Central Visayas UnionBank of the Philippines Full time
  • Engage Relationship Managers/ Clients / Distributors and ensure dissemination of relevant market and portfolio information on a timely basis

  • Provide necessary support for seminars, conference calls, and branch visits with Relationship Managers and clients. Update and educate audience on key market events and Investment outlooks on a regular basis.

  • Explain portfolio performance, investment policy, strategy, and positioning to Relationship Managers and clients on a regular basis.

  • Coordinate with the various key stakeholders on Investment Reports to ensure high report quality and timely release.

  • Drive initiatives to educate and update Relationship Manager and clients about Investments

  • Analyze communication gaps and develop alternative mode or channels to bridge the gaps.

  • Undertake and supervise various initiatives for continually educating and updating the Sales team, Financial Advisors, and clients on Investments and Financial Markets

Qualifications

  • Well-versed with economic and market conditions both in the local and offshore markets with the ability to decipher proper portfolio positioning in all market conditions.
  • Has good written and verbal skills in delivering investment and portfolio-related advice both for the mass affluent and high net-worth client categories including the institution's sales team.
  • Aware of the diverse investment outlets available in the market, whether internal to the institution or to the industry as a whole.
  • Effort-based investment revenue of mapped Relationship Managers
  • Trailer revenue of mapped Relationship Managers


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