Investment Counselor

Security Bank Corporation


Date: 1 week ago
City: Makati City
Contract type: Full time

As an Investment Counselor, you will play a key role in driving investment products and growing Assets Under Management (AUM). You'll work closely with Wealth Managers to engage clients, offer market insights, and provide product recommendations that align with clients’ goals and risk profiles.


How you'll contribute

  • Recommend suitable investment products based on client objectives and risk appetite
  • Provide market updates and share the bank’s investment outlook
  • Educate Wealth Managers and clients on product features, benefits, and risks
  • Support Wealth Managers in increasing investment AUM and revenue
  • Conduct portfolio reviews and identify opportunities for rebalancing and diversification
  • Assist with financial needs analysis and sales pitch preparation
  • Collaborate with product providers to ensure competitive offerings


What we’re looking for

  • Must have a Bachelor’s degree
  • At least 4 years’ experience in client-facing or sales roles
  • Strong knowledge of financial products (FX, bonds, UITFs, equities; derivatives a plus)
  • Preferably certified (CUSP, SEC Fixed Income Market Salesman, SEC Certified Investment Solicitor, etc.)

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 resume

Similar jobs

Software Developer

GHD, Makati City
1 day 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 all of our people to make a positive impact when working hand in hand with our business to drive change. We'll help you accelerate your career and empower you with the right technology and...

Medical sales representative/business dev officer (medtech grads

Dempsey Resource Management, Makati City
4 days ago
A medical sales representatives job focuses on selling medical products by building relationships with healthcare professionals and providing product information,while a Business Development Officer's role is broader, identifying and developing new business opportunities to drive company growth and profitability.

Senior Associate, Business Solutions

HC Global Fund Services, LLC, Makati City
4 days ago
About UsHC Global Fund Services, LLC (“HC Global”) is a privately owned fund administrator serving fund managers and investment advisors in the alternative investments industry.Job DescriptionAs Senior Associate, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to the activities enumerated below:Full-scope Accounting, Client Service and Departmental...