Strategic Investment Advisor
1 week ago
The Investment Strategist plays a crucial role in supporting the growth of Bank of the Philippine Islands (BPI) by providing timely and well-researched investment recommendations to High-Net-Worth individual (HNWI) and Institutional clients.
Responsibilities:
- Develop periodic market updates, cross-asset views, and security analysis across multiple asset classes for client use and Relationship Manager support.
- Assist Relationship Managers in client portfolio allocations and recommendations, as well as provide other investment advisory functions as needed for HNWI and Institutional clients.
- Collaborate with Relationship Managers in client/sales meetings to discuss portfolio recommendations and proposals.
- Gather feedback from clients and Relationship Managers to conceptualize and implement suitable investment solutions for HNWI and Institutional clients.
- Promote process and tech initiatives to enhance portfolio advisory functions.
Qualifications:
- Bachelor's degree in any 4-year business course.
- A minimum of 3 years of relevant work experience in wealth management, asset management, or capital markets.
- Client-facing experience is a plus.
- Strong knowledge of trust business, investments, securities, and financial markets.
- Familiarity with MS Office.
- Excellent communication, analytical, and presentation skills.
- Working towards CFA or MBA is a plus.
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