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Investment Opportunities Specialist

1 week ago

Manila, National Capital Region, Philippines Metropolitan Bank & Trust Company Full time

As a Financial Markets Expert at Metropolitan Bank & Trust Company, you will be responsible for the growth of investment assets, sales volumes, and profitability of high network clients handled.

You will service customers' day-to-day investment requirements such as time deposits, foreign exchange, fixed income, and other alternative investment products.

To achieve this, you will implement business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts.

You will also support Relationship Managers of various sectors in deepening customer relationships by providing investment products and services.

The role offers opportunities to develop your knowledge in Financial Markets products and be immersed in different sales processes.

You will build and manage portfolios of High-Net-Worth-Individuals and contribute to the Bank's business growth.

This is an excellent chance to discover future opportunities in Financial Markets Sector with the Philippines' Strongest Bank.

To succeed in this role, you should have a strong background in investment sales, private banking, or wealth management.

A Certified Treasury Professional and SEC license holder would be a significant advantage.

Two years of experience working for a Bank as Treasury Specialist or Trader are required.