Current jobs related to Investment Portfolio Specialist - Manila, National Capital Region - Bank of the Philippine Islands

  • Investment Portfolio Manager

    2 days ago

    Manila, National Capital Region, Philippines EastWest Bank Full time

    EastWest Bank is a leading financial institution in the Philippines.About EastWest BankWe are dedicated to providing innovative banking solutions that meet the evolving needs of our customers.Job DescriptionThe Investments Officer role is responsible for the administration and management of investment portfolios for various accounts and funds.Manage...

  • Investment Portfolio Manager

    4 days ago

    Manila, National Capital Region, Philippines W Group, Inc. Full time

    Join W Group, Inc. as an Investment Portfolio Manager and lead the development of effective investment strategies.This role requires:A strong educational background in Finance, Accounting, or Economics.Experience in financial analysis, portfolio management, and risk assessment.Key Tasks:Develop and implement investment plans that align with company...

  • Senior Investment Portfolio Specialist

    4 days ago

    Manila, National Capital Region, Philippines AXA Philippines Full time

    About the RoleWe are seeking a highly skilled Senior Investment Portfolio Specialist to join our team at AXA Philippines. As a key member of our Wealth Management division, you will play a critical role in driving business growth and delivering exceptional client experiences.Key ResponsibilitiesDevelop and maintain strong relationships with partners to drive...

  • Portfolio Investment Director

    4 days ago

    Manila, National Capital Region, Philippines AXA Philippines Full time

    Job DescriptionThe Portfolio Investment Director will lead the unit-linked business through the creation of investment mandates, oversight of fund manager performance, and formation of long-term capital market views and asset allocation strategies. This role will also involve developing coherent and consistent investment concepts and tools throughout the...

  • Investment Portfolio Coordinator

    4 days ago

    Manila, National Capital Region, Philippines Universal Robina Corporation Full time

    We are looking for an Investment Portfolio Coordinator to join our team at Universal Robina Corporation.About the RoleRepresent Treasury in meetings and conferences, and coordinate with other departments on Treasury-related matters.Assist with analytical tasks for Treasury initiatives and special projects as assigned.The ideal candidate will possess a strong...

  • Investment Portfolio Manager

    4 days ago

    Manila, National Capital Region, Philippines Private Advertiser Full time

    **Job Overview**The Private Advertiser is seeking a seasoned Investment Portfolio Manager to lead the distribution strategy and drive growth of our investment products. As Head of Investment Distribution, you will play a pivotal role in developing and executing innovative distribution plans to enhance our presence in the investment management market.Key...

  • Investment Portfolio Manager

    16 hours ago

    Manila, National Capital Region, Philippines DOXA Talent Full time

    **Investment Portfolio Manager Job Description:**We are seeking a highly skilled Investment Portfolio Manager to join our team at DOXA Talent. As a key member of our team, you will be responsible for ensuring the accurate administration of our clients' 401(k) plans.The ideal candidate will have strong analytical skills, excellent communication abilities, and...

  • Investment Portfolio Coordinator

    5 days ago

    Manila, National Capital Region, Philippines Bank of the Philippine Islands Full time

    About the RoleThe Investment Support Officer position at Bank of the Philippine Islands is a critical role that requires exceptional organizational and communication skills. The successful candidate will be responsible for providing administrative support to the day-to-day trading activities across various desks, acting as a point of contact for...

  • Investment Strategy Specialist

    4 days ago

    Manila, National Capital Region, Philippines AXA Philippines Full time

    Investment Strategy RoleThe Investment Strategy Specialist will develop AXA Distribution Network's sales and improve customer persistency and satisfaction through the use of specialized distributor training, portfolio tools, and customized customer communication. This role will also involve creating new fund mandates and value-adding portfolio...

  • AVP, Credit Portfolio Management

    2 weeks ago

    Manila, National Capital Region, Philippines Impact Investment Exchange (IIX) Careers Full time

    About Women's Livelihood BondThe Women's Livelihood Bond (WLB) is a pioneering financial instrument issued by Impact Investment Exchange (IIX) to empower underserved women across Asia and Africa. It is a series of innovative gender-lens impact bonds that mobilize private capital to support women-focused enterprises in sectors like sustainable agriculture,...

  • AVP, Credit Portfolio Management

    6 days ago

    Manila, National Capital Region, Philippines Impact Investment Exchange (IIX) Careers Full time

    About Women's Livelihood Bond The Women's Livelihood Bond (WLB) is a pioneering financial instrument issued by Impact Investment Exchange (IIX) to empower underserved women across Asia and Africa. It is a series of innovative gender-lens impact bonds that mobilize private capital to support women-focused enterprises in sectors like sustainable agriculture,...

  • Investment Specialist

    2 weeks 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....

  • Investment Portfolio Specialist

    5 days ago

    Manila, National Capital Region, Philippines Bank of the Philippine Islands Full time

    About the RoleThe Investment Support Officer is responsible for providing administrative support to the day-to-day trading activities across Fixed Income, Equity and Offshore desks. This includes acting as a point of contact for counterparties and custodians for equity related transactions, and ensuring efficient and effective investment of excess cash and...

  • Investment Specialist

    2 weeks ago

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

    Be in good hands with MetrobankHere 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...

  • Investment Manager

    2 weeks ago

    Manila, National Capital Region, Philippines AXA Philippines Full time

    Job purpose:The primary purpose is to ensure the General Account portfolios (Life and GI) earn sufficient returns to pay policyholder liabilities and shareholder dividends. This involves direct portfolio management, robust investment research and reporting, introduction of new investment outlets/asset classes, and updating of policies and manuals.Critical...

  • Investment Manager

    15 hours ago

    Manila, National Capital Region, Philippines AXA Philippines Full time

    Job purpose: The primary purpose is to ensure the General Account portfolios (Life and GI) earn sufficient returns to pay policyholder liabilities and shareholder dividends. This involves direct portfolio management, robust investment research and reporting, introduction of new investment outlets/asset classes, and updating of policies and manuals. ...

  • Investment Banking Specialist

    4 days ago

    Manila, National Capital Region, Philippines Investment and Capital Corporation of the Philippines Full time

    At Investment and Capital Corporation of the Philippines, we are seeking a skilled Investment Banking Associate to join our dynamic team.The ideal candidate will assist in all tasks necessary for the successful execution of investment banking deals, particularly financial advisory engagements, debt and equity capital market transactions, and investment...

  • Investment Specialist

    11 hours ago

    Manila, National Capital Region, Philippines Asian Development Bank Full time

    Asian Development BankJoin Our Mission to Foster Prosperity in AsiaAre you looking to have a lasting impact on the future of Asia and be a catalyst for positive change? We are thrilled to offer a unique opportunity to become an important part of the prestigious Asian Development Bank (ADB). At ADB, our mission is simple yet powerful: to alleviate poverty and...

  • Fund / Portfolio Management - Investment Director (Unit Linked)

    4 days ago

    Manila, National Capital Region, Philippines AXA Philippines Full time

    Job Purpose / SummaryUnit Linked: Lead the unit linked business through the creation of investment mandates, oversight of fund manager performance and formation of long term capital market views and asset allocation strategies.Investment Strategy & Communications: Develop AXA Distribution Network's sales and improve customer persistency and satisfaction...

  • Strategic Investment Professional

    10 hours ago

    Manila, National Capital Region, Philippines Asian Development Bank Full time

    The Asian Development Bank (ADB) is a leading international development finance institution, committed to achieving a prosperous, inclusive, resilient, and sustainable Asia and the Pacific region. With 69 members, including 49 from the Asia and Pacific region, ADB combines finance, knowledge, and partnerships to fulfill its expanded vision under Strategy...

Investment Portfolio Specialist

1 week ago

Manila, National Capital Region, Philippines Bank of the Philippine Islands Full time

Bank of the Philippine Islands (BPI) invites applications for the position of Investment Strategist. As a key member of the team, you will play a pivotal role in driving business growth by offering expert investment guidance to discerning clients.

Main Duties:

  • Develop strategic market assessments, asset allocation suggestions, and security appraisals to support client decision-making and Relationship Manager collaboration.
  • Work closely with Relationship Managers to design bespoke investment portfolios that cater to the diverse needs of High-Net-Worth individual (HNWI) and Institutional clients.
  • Participate in joint client/sales meetings with Relationship Managers to refine investment strategies and ensure alignment with client objectives.
  • Act as a liaison between clients and Relationship Managers, facilitating the development of tailored investment solutions that meet their specific demands.
  • Promote process improvements within the portfolio advisory function to elevate overall performance.

Essential Qualifications:

  • Bachelor's degree in any 4-year business discipline.
  • A minimum of 3 years of relevant experience in wealth management, asset management, or capital markets.
  • Proven ability to engage effectively with clients is desirable.
  • In-depth understanding of trust business, investments, securities, and financial markets.
  • Proficiency in MS Office.
  • Outstanding interpersonal, analytical, and communication skills.
  • Ongoing commitment to professional development, such as pursuing CFA or MBA.