Investment Management Representative
6 days ago
This Investment Management Representative role involves working closely with clients to understand their investment needs and preferences. The ideal candidate will have excellent interpersonal skills and be able to provide personalized investment advice.
Responsibilities:
- Build and maintain relationships with clients.
- Understand client investment objectives and risk profiles.
- Recommend suitable investment products and services.
- Execute investment transactions aligned with client goals.
- Analyze and optimize investment performance.
- Promote the bank's trust services and initiatives.
Qualifications:
- Bachelor's Degree in a relevant field.
- Minimum 1 year of experience in Trust marketing or related fields.
- Desirable: CUSP certification.
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Investment Portfolio Manager
6 days ago
Makati City, National Capital Region, Philippines RCBC Full timeWe are seeking a highly motivated Financial Services Representative to join our team at RCBC. In this role, you will be responsible for developing and maintaining strong relationships with high net worth individuals and growing our client base.About the RoleThe Financial Services Representative will be responsible for:Soliciting new accounts and deepening...
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trust investment manager
2 days ago
Makati City, National Capital Region, Philippines PSBank Official Full timeOn-site - Makati 1-3 Yrs Exp Diploma Full-timeJob DescriptionDescriptionResponsible for day-to-day execution of investment activities of the Trust Division.Duties:Execute investment transactions in accordance with client investment mandates, investment process, fiduciary standards, and BSP regulations in managing accounts.Ensure trading and risk management...
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Investment Fund Manager
6 days ago
Makati City, National Capital Region, Philippines China Bank PH Full timeThe Investment Officer for Funds & Products is responsible for developing product propositions that address client needs and objectives, while managing their performance. This role involves market research, product structuring, investment strategy formulation, and ongoing portfolio management, requiring close collaboration with stakeholders within TAMG and...
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Investment Wealth Manager
6 days ago
Makati City, National Capital Region, Philippines AXA Philippines Full timeAt AXA Philippines, we are seeking a seasoned professional to join our team as an Investment Wealth Manager.About the Role:This is a unique opportunity to leverage your expertise in investment sales and build long-lasting relationships with high net-worth clients of financial institutions.You will be responsible for generating new business opportunities and...
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Investment Officer
5 days ago
Makati City, National Capital Region, Philippines China Bank PH Full timeThe Investment Officer for Funds & Products is responsible for developing product propositions that address client needs and objectives and managing their performance. This role involves market research, product structuring, investment strategy formulation, and ongoing portfolio management and entails close collaboration with stakeholders within TAMG and the...
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Investment Manager Position
6 days ago
Makati City, National Capital Region, Philippines Nezda Global Full timeNegzda Global is hiring an Investment Manager Position that will be responsible for analyzing and managing financial data.Responsibilities:Prepare and maintain accurate financial records and reports.Develop and implement strategies for optimizing investment portfolios.Qualifications:Bachelor's degree in Finance or a related field.Minimum 1-2 years of...
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Investment Manager
5 days ago
Quezon City, National Capital Region, Philippines The Sister Medical Center Full timeJob DescriptionWe are seeking a highly skilled Private Investor to join our team at The Sister Medical Center.Key Responsibilities:Analyze financial data to inform investment decisions.Conduct due diligence on potential investments to minimize risk.Manage and maintain investment portfolios to ensure optimal returns.Requirements:Strong analytical and critical...
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Investment Manager
2 days ago
Quezon City, National Capital Region, Philippines GMA Network, Inc. Full timeOn-site - Quezon City 3-5 Yrs Exp Diploma Full-timeJob DescriptionPosition ResponsibilitiesThe Investment Manager assesses investment proposals through extensive research, building robust financial models, and managing the due diligence process in order to generate timely and effective recommendations to Top Management. S/he sources leads on investment...
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Investment Officer
6 days ago
Makati City, National Capital Region, Philippines China Bank PH Full time3 days ago Be among the first 25 applicantsDirect message the job poster from China Bank PHHR Assistant @ China Bank PH | Strategic Talent SourcingThe Investment Officer for Funds & Products is responsible for developing product propositions that address client needs and objectives and managing their performance. This role involves market research, product...
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Investment Consultant
2 days ago
Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full timePruLife UK- Team Christine is hiring a skilled Investment Consultant to help clients make informed investment decisions. As an Investment Consultant, you will be responsible for providing expert advice on investments, insurance, and other financial solutions.Key Objectives:Develop customized financial plans for clients, including savings, investments,...
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Investment Analyst
2 days ago
Makati City, National Capital Region, Philippines ARQ SME BDC Full timeOn-site - Makati 1-3 Yrs Exp Bachelor Full-timeJob DescriptionDescriptionCompany DescriptionARQ SME Business Development Company (ARQ SME BDC) is a smart capital partner that provides flexible mezzanine investment solutions for promising and growing SMEs in the Philippines. The company believes in support beyond finance as a critical factor for sustainable...
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Trust Investment Manager Role
22 hours ago
Makati City, National Capital Region, Philippines PSBank Official Full timeJob Summary">We are seeking a highly skilled Trust Investment Manager to join our team at PSBank Official. In this role, you will be responsible for executing investment activities of the Trust Division.The ideal candidate will have experience in trust investment management and possess strong research and analysis skills. They will also be able to work...
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Head of Investment Compliance
5 days ago
Makati City, National Capital Region, Philippines AIA Philippines Full timeAIA Philippines seeks a qualified Head of Investment Compliance to lead our investment compliance function. This role involves overseeing the development and implementation of investment compliance policies and procedures, monitoring compliance with local regulations, and providing guidance on investment restrictions and requirements. The successful...
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Trust Investment Specialist
2 days ago
Makati City, National Capital Region, Philippines PSBank Official Full timeRole SummaryThis position involves overseeing the daily operations of the Trust Division's investments, ensuring compliance with regulatory requirements and adherence to established investment processes.Main Responsibilities:Manage and execute investment transactions in line with client mandates, adhering to relevant laws and regulations.Implement effective...
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Investment Growth Strategist
1 week ago
Makati City, National Capital Region, Philippines Metrobank Full timeJoin us at Metrobank and hone your skills to become a well-rounded individual. We supply you with all the pieces you need to do your best work and unleash your full potential.We have an opening for an Investment Specialist to grow our investment assets, sales volumes, and profitability.This role requires servicing customer's day-to-day investment...
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Investment Compliance Specialist
5 days ago
Makati City, National Capital Region, Philippines AIA Philippines Full timeWe are looking for a highly motivated Investment Compliance Specialist to join our team at AIA Philippines. As a key member of our compliance function, you will be responsible for ensuring that all investment activities comply with relevant laws and regulations. This includes implementing and administering compliance monitoring programs, managing independent...
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Fiduciary Investment Professional
2 days ago
Makati City, National Capital Region, Philippines PSBank Official Full timeJob OverviewThe Fiduciary Investment Professional will oversee the Trust Division's investment activities, ensuring seamless execution of transactions and adherence to regulatory requirements.Main Tasks:Oversee the execution of investment transactions in line with client mandates, regulatory frameworks, and internal processes.Implement robust trading and...
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Investment Operations Executive
2 days ago
Makati City, National Capital Region, Philippines PSBank Official Full timeAbout the PositionWe are seeking a skilled Investment Operations Executive to lead our Trust Division's investment activities, driving results through diligent transaction execution and strategic decision-making.Main Duties:Lead the execution of investment transactions according to client needs, regulatory guidelines, and internal processes.Develop and...
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Investment Banking Executive
6 days ago
Makati City, National Capital Region, Philippines Bayfront Capital Advisors Full timeWe're looking for an exceptional Investment Banking Associate/Senior Associate to join our team at Bayfront Capital Advisors Pte Ltd, a leading boutique investment banking advisory firm in Singapore. The ideal candidate will have a strong background in Investment Banking, Corporate Finance, or a related field.Key ResponsibilitiesOriginate and manage...
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Investment Operations Coordinator
2 days ago
Makati City, National Capital Region, Philippines HC Global Fund Services, LLC Full timeJob Title:We are seeking an experienced Investment Operations Coordinator to join our team. As a key member of our investment operations department, you will be responsible for coordinating the day-to-day activities of our investment team and ensuring that all financial transactions are accurately recorded and reported.Duties and Responsibilities:Coordinate...