Portfolio Growth Expert

6 days ago

Manila, National Capital Region, Philippines beBeeInvestment Full time
Job Title:

Investment Specialist

About the Role:

We are seeking a skilled Investment Specialist to join our team. The successful candidate will be responsible for growing investment assets, sales volumes, and profitability of high network clients handled.

This role involves servicing customers' day-to-day investment requirements, including time deposits, foreign exchange, fixed income, and other alternative investment products.

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

Key Responsibilities:
  • Develop knowledge in Financial Markets products and immerse in different sales processes
  • Build and manage portfolios of High-Net-Worth-Individuals and contribute to the Bank's business growth
Requirements:
  • A strong background in investment sales, private banking, or wealth management
  • A Certified Treasury Professional and SEC license holder
  • At least two years of experience working for a Bank as Treasury Specialist or Trader
What We Offer:

Fulfilling career opportunities with a dynamic company that prioritizes professional growth and development.

An attractive compensation package and comprehensive benefits.

Ongoing training and support to ensure you have the skills and knowledge needed to succeed in your role.

The chance to work with a diverse team of professionals who share your passion for delivering exceptional results.

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