Investment Manager

3 days ago

Manila, National Capital Region, Philippines Lancesoft Philippines Full time ₱900,000 - ₱1,200,000 per year

Greetings from LanceSoft

Role: Investment Manager

Location: Manila area

Duration: Permanent

Responsibilities

Position Title:
Investment Specialist

Job Summary:

  • Responsible for the growth of investment assets, sales volumes, and profitability of high network clients handled
  • Services customer's day-to-day investment requirements such as, but not limited to time deposits, foreign exchange, fixed income, and other alternative investment products
  • Implements business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts
  • Supports Relationship Managers of various sectors in deepening customer relationships by providing investment products and services

Role Exposure:

  • Develop your knowledge in Financial Markets products and be immersed in different sales processes
  • Build and manage portfolios of High-Net-Worth-Individuals and contribute to the Bank's business growth
  • Discover future opportunities in Financial Markets Sector with the Philippines's Strongest Bank

Qualifications:

  • With a strong background in investment sales, private banking, or wealth management
  • A Certified Treasury Professional and SEC license holder
  • With two years of experience working for a Bank as Treasury Specialist or Trader

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