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Portfolio Strategist

7 days ago

Makati City, National Capital Region, Philippines China Bank PH Full time

About Us

China Bank PH is a leading financial institution that aims to deliver optimal returns for investors.

The Role

We are seeking an experienced Investment Officer to join our team. The successful candidate will be responsible for developing product propositions that address client needs and objectives, managing their performance, and ensuring alignment with market trends, risk management principles, and company goals.

Main Responsibilities

  • Developing and managing tailored investment funds
  • Collaborating with internal teams to design new products based on market demand
  • Conducting market research and financial analysis
  • Maintaining in-depth knowledge of financial markets, economics, investments, and credit
  • Ensuring data interpretation efficiency

Requirements

  • Bachelor's Degree in Business, Finance, Economics, or a related field (CFA designation preferred)
  • At least 5 years of experience in managerial capacity in Product Development or Portfolio Management in the Trust or Asset Management industry
  • In-depth understanding of financial markets, economics, investments, and credit