Investment Management Representative

6 days ago


Makati City, National Capital Region, Philippines PSBank Official Full time

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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