Senior Portfolio Strategist

4 days ago

Taguig, National Capital Region, Philippines beBeeInvestment Full time ₱600,000 - ₱1,000,000
Job Description

We are seeking a highly skilled investment professional to join our team as an Investment Consultant. In this role, you will be responsible for providing independent opinions on clients' existing portfolios and formulating overall investment strategies based on market trends.

The ideal candidate will have a strong background in finance, economics, or a related field, with excellent communication and analytical skills. They will also have experience working with financial software and certifications such as the CFA Charterholder.

  • Key Responsibilities:
  • Provide timely and accurate investment advice to clients based on their financial objectives and needs profile.
  • Monitor market trends and provide regular feedback to stakeholders.
  • Develop and implement comprehensive investment plans that meet client goals and risk tolerance.
Requirements

To succeed in this role, you will need:

  • A Bachelor's Degree in Banking, Business Studies, Finance, Economics, or equivalent.
  • MBA or CFA Charterholder preferred.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
  • Excellent communication and interpersonal skills, with the ability to work effectively with colleagues and clients.
  • Experience working with financial software and certifications such as the SEC Fixed Income Market Salesman and UITF Certification.

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