Senior Investment Advisor

18 hours ago

Makati City, National Capital Region, Philippines beBeeInvestment Full time ₱800,000 - ₱1,200,000
Job Title:

Investment Leader

Key Responsibilities:
  • Develop business strategies to meet investment goals
  • Lead a team of investment specialists
  • Collaborate with product providers for competitive offerings
  • Recommend suitable investments based on client objectives and risk appetite
  • Provide market updates and share the bank's investment outlook
  • Educate stakeholders on product features, benefits, and risks
  • Support growth initiatives and revenue generation
Required Skills:
  • Minimum 5 years' experience in client-facing or sales roles, preferably within financial services
  • Strong grasp of financial markets, macroeconomics, portfolio management, and planning
  • Knowledge of financial market products including FX, bonds, mutual funds (UITF), and equities; experience with swaps and derivatives is a plus
  • Excellent communication and presentation abilities
  • Relevant certifications such as CUSP (Certified UITF Salesperson), Mutual Fund Certification, or other licenses for product distribution are preferred
Additional Requirements:
  • Mid-Senior level expertise
  • Full-time commitment
  • Finance and Sales background
  • Banking and Financial Services industry experience

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