Investment Growth Strategist

1 week ago


Makati City, National Capital Region, Philippines Metrobank Full time

Join 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 requirements, including time deposits, foreign exchange, fixed income, and alternative investment products.
  • The successful candidate 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.
  • As a key member of our team, you will support Relationship Managers of various sectors in providing investment products and services.
What We Offer:
  • A chance to develop your knowledge in Financial Markets products and be immersed in different sales processes.
  • An opportunity to build and manage portfolios of High-Net-Worth-Individuals and contribute to the Bank's business growth.
  • A platform to discover future opportunities in Financial Markets Sector with the Philippines's Strongest Bank.
Requirements:
  • A strong background in investment sales, private banking, or wealth management is essential.
  • A Certified Treasury Professional and SEC license holder is highly valued.
  • Two years of experience working for a Bank as Treasury Specialist or Trader is necessary.


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