Chief Investment Officer

8 hours ago

Manila, National Capital Region, Philippines beBeeInvestment Full time ₱4,500,000 - ₱6,000,000
Investment Opportunity

We are seeking an experienced Investment Specialist to lead our high net worth client base.

The ideal candidate will have a strong background in investment sales, private banking or wealth management and possess excellent customer service skills.

The successful candidate will implement business strategies to increase client base, improve customer relations, enhance client retention and loyalty, and derive additional business from existing accounts.

  • Develop and expand knowledge of financial markets products and participate in various sales processes.
  • Build and manage portfolios of high net worth individuals and contribute to the bank's growth.
Key Qualifications:
  • Proven track record in investment sales, private banking or wealth management.
  • Certified Treasury Professional and SEC license holder.
  • At least two years of experience working as a Treasury Specialist or Trader.

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