INVESTMENT ADVISORS (IAS)

Bank of the Philippine Islands (BPI)


Date: 1 week ago
City: Manila
Contract type: Full time
The Investment Advisor is responsible for growing the volume and revenue of assigned portfolio from BPI Wealth investment products such as All Unit Investment Trust Funds (UITFs) & Mutual Funds (MFs), Personal Equity & Retirement Account (PERA) products, fixed income securities, collective investment schemes and other investment products offered under segregated Accounts, such as, Agency, PMA-like with no advisory services, as appropriate, ultimately contributing to achieving the Team’s and Department’s goals.

Responsibilities

  • Engage clients by providing investment advice and solutions to Personal and Preferred Regular Clients
  • Grows the investment AUM and revenue of the Segment/clients under the assigned area/s
  • Acts as Account officer of basic segregated accounts (PMA)
  • Develop strong partnership with branches and Preferred RMs
  • Assist RMs in profiling and recommending investment products to client
  • Assist RMs in providing market updates
  • Address investment concerns of Preferred Regular clients
  • Conduct branch product briefings and be the Subject Matter Expert (SME) for the basic investment training courses
  • Assist the SIA in conducting reviews for regulatory investment certifications
  • Conduct Investment 101 and Financial Wellness events and handle client queries and objections during these events
  • Facilitate account opening of segregated accounts and ensure that the account opening and transactions are properly endorsed to the IS and the other AMTC units
  • Assists the IS in addressing basic investment concerns of branches and clients

Qualifications

  • Graduate of any 4-year business course from reputable universities
  • Has mastery of the investment sales process and product matching (all investment funds, PMA-like segre)
  • Has ample knowledge of global market development
  • Has good presentation skills
  • Has good communication skills
  • Applies knowledge of relevant risks and policies in managing client accounts and recommending products to clients
  • Applies knowledge on the economic and market environment in recommending investment funds and fixed income instruments to clients
  • Able to clearly explain key economic and market developments and their impact to the investment products offered

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