Investment Consultant
RCBC
Date: 1 week ago
City: Makati City
Contract type: Full time
Job Summary
- The Investment Consultant is responsible for developing customized investment strategies based on clients’ financial goals and risk profiles. This role supports sales teams in portfolio management by providing investment strategy expertise, using market research and data analysis, and assisting in meetings. Additionally, the role involves staying current on investment products, ensuring compliance, managing risks through due diligence, and conducting market research to aid clients in making informed investment decisions.
- Investment Strategy Development: Create and implement customized investment strategies that align with clients’ financial objectives and risk profiles. Analyze financial data, market trends, and economic forecasts to recommend appropriate asset allocation, portfolio diversification, and investment products. Continuously monitor and adjust investment portfolios to maximize returns while managing risk.
- Support to Sales Teams: Partner with sales teams to support client acquisition and portfolio allocation efforts and provide expertise on investment products and strategies. Develop sales materials and presentations to help the sales team communicate value propositions to clients. Participate in client meetings with sales team members to provide in-depth product knowledge and assist in closing deals.
- Product Knowledge and Expertise: Stay up-to-date with a wide range of investment products, including equities, bonds, mutual funds, ETFs, and structured products. Provide clients and sales teams with insights into different investment options, including market trends, performance metrics, and potential risks.
- Compliance and Risk Management: Ensure all investment advice comply with regulatory requirements, internal policies, and ethical standards. Conduct due diligence on investment products to mitigate risks and ensure suitability for clients.
- Market Research and Analysis: Conduct research on financial markets, economic trends, and geopolitical events to support investment decisions. Prepare and present detailed reports and investment proposals to clients and sales teams.
- Bachelor’s Degree in Finance, Economics, Business, or related field
- Strong knowledge of financial products, markets, and investment strategies.
- Minimum 3-5 years of experience in investment advisory, wealth management, or private banking
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
NON-VOICE Associate - Call Center Agent
Caldwell Communications,
Makati City
2 hours ago
WANT TO GET HIRED ASAP? GRAB OUR JOBS TODAY AND BE PRIORITIZED DURING THE PROCESS. LEARN MORE ABOUT OUR JOB VACANCIES BELOW.We are continuously looking for top talents to join our team as NON-VOICE ASSOCIATE | Call Center Agent. We achieve stability in our organization by treating our employees the same way we treat our valued clients, with utmost care.List...
Data Quality Analyst
Smart Communications, Inc.,
Makati City
6 hours ago
EducationQualificationsDuties and ResponsibilitiesRole Definition: Enable data owners and stewards to implement the Data Quality Framework, i.e., by means of the DQ Star Rating System, and to establish Master Data Management by performing the indicated job responsibilities.ResponsibilitiesCollaborating with the relevant teams to align and/or improve data collection and keeping abreast of best practices and standards.Facilitate the resolution of data problems by...
Administrative Assistant Receptionist
GHD,
Makati City
5 days ago
Job DescriptionAt GHD, we don’t just believe in the power of commitment, we live and breathe it every day.That’s why we pledge to support and empower our people to make a positive impact when working hand in hand with our business to drive change. We'll empower you with the right technology and training as you bring ideas and projects to...
