Investment Advisory Specialist

1 day ago


Pasay, National Capital Region, Philippines Philippine National Bank Full time

We are seeking a skilled HR Specialist to join Philippine National Bank's team. In this role, you will be responsible for developing and executing strategies to drive business growth and improve client satisfaction.

Your key responsibilities will include building and maintaining relationships with clients, monitoring and increasing AUM and revenue targets, and providing feedback to the Sales Division Head on product marketing and sales processes.

To succeed in this role, you will need a Bachelor's degree in finance or a related field and at least 2 years of relevant work experience. SEC Licensed Fixed Income Salesman is an advantage.

Strategies
  • Develop and execute strategies to drive business growth
  • Build and maintain relationships with clients
  • Monitor and increase AUM and revenue targets


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