Investment Counselor (Region 3)

Security Bank Corporation


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

As an Investment Counselor, you will be responsible for achieving investment product fee income and AUM targets in San Juan, Quezon City, and Ortigas.



How you'll contribute

  • Understands wealth management clients’ investment objectives and risk profiles and recommends appropriate investment products
  • Provide clients with market updates and house view


What we’re looking for

  • Must have a Bachelor’s or College degree
  • Preferably with at least 4 years relevant experience in client-facing / sales role but this is also open for Fresh Graduates
  • Knowledge and proficiency in Financial Markets Products such as FX, bonds, mutual funds (UITF), and equities (swaps and derivates preferred)

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