Financial Strategist

2 days ago

Makati City, National Capital Region, Philippines beBeeInvestment Full time ₱800,000 - ₱1,200,000
Investment Professional

The Investment Professional is responsible for developing customized investment strategies that align with clients' financial goals and risk profiles.

Key Responsibilities:

  • Create and implement customized investment strategies that align with clients' financial objectives and risk profiles. Analyze financial data, market trends, and economic forecasts to recommend appropriate asset allocation, portfolio diversification, and investment products. Continuously monitor and adjust investment portfolios to maximize returns while managing risk.
  • Partner with sales teams to support client acquisition and portfolio allocation efforts and provide expertise on investment products and strategies. Develop sales materials and presentations to help the sales team communicate value propositions to clients. Participate in client meetings with sales team members to provide in-depth product knowledge and assist in closing deals.
  • Stay up-to-date with a wide range of investment products, including equities, bonds, mutual funds, ETFs, and structured products. Provide clients and sales teams with insights into different investment options, including market trends, performance metrics, and potential risks.
  • Ensure all investment advice complies with regulatory requirements, internal policies, and ethical standards. Conduct due diligence on investment products to mitigate risks and ensure suitability for clients.
  • Conduct research on financial markets, economic trends, and geopolitical events to support investment decisions. Prepare and present detailed reports and investment proposals to clients and sales teams.

Requirements:

  • Bachelor's Degree in Finance, Economics, Business, or related field.
  • Strong knowledge of financial products, markets, and investment strategies.
  • Minimum 3-5 years of experience in investment advisory, wealth management, or private banking.

This role requires a strong understanding of financial markets, investment strategies, and compliance regulations. The ideal candidate will have excellent communication and analytical skills, as well as the ability to work collaboratively with sales teams and clients.

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