Investment Specialist
5 days ago
Manila, Metro Manila, Philippines
Metrobank
Full-time
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Job Summary:
Responsible for driving the growth, profitability, and investment assets of high-net-worth and investment clients by providing advisory and execution support for a wide range of investment products, including time deposits, foreign exchange, fixed income securities, structured products, alternative investments, and cashflow hedging solutions.
Vacancies:
North Luzon
South Luzon
Duties &
Responsibilities:
Implements business development and client engagement strategies to grow investment assets, deepen client relationships, and enhance retention. Provides investment solutions and market insights, conducts client profiling and presentations, executes investment transactions, ensures regulatory compliance and accurate documentation, and monitors market developments to support product competitiveness and business profitability. Other Details: Unit: Financial Markets Sector/ Investment Distribution Division Location (s): North Luzon and South Luzon
Responsibilities:
Implements business development and client engagement strategies to grow investment assets, deepen client relationships, and enhance retention. Provides investment solutions and market insights, conducts client profiling and presentations, executes investment transactions, ensures regulatory compliance and accurate documentation, and monitors market developments to support product competitiveness and business profitability. Other Details: Unit: Financial Markets Sector/ Investment Distribution Division Location (s): North Luzon and South Luzon