INVESTMENT OFFICER

Group Company: BPI ASSET MGMT AND TRUST, CORP

Designation: INVESTMENT OFFICER

Office Location:

Position Description

This position is primarily responsible for growing the volume and revenue of assigned portfolio from BPI Wealth investment product s 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 s egregated Accounts, such as, Agency, PMA-like with no advisory services, as appropriate, ultimately contributing to achieving the Team ’s and Department ’s

Primary Responsibilities

• Product Specialist: Engage clients by providing investment advice and solutions to Personal and Preferred Regular Clients.
• Sales: Grow the investment AUM and revenue of the Segment/clients under the assigned area/s.
• Account Management: Act 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, if necessary.
  
  

Additional Responsibilities

Reporting Team

• Reporting Designation:
• Reporting Department:
  
  

Educational Qualifications Preferred

• Category: Bachelor's Degree
• Field specialization:
• Degree:
• Academic score:
• Institution tier:
  
  

Required Certification/s

Required Training/s:

Required Work Experience

• Industry:
• Role:
• Years of experience:
  
  

Key Performance Indicators

Required Competencies:

Required Knowledge

Required Skills:

• 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
• Knowledge in PC programs: MS Word , MS PowerPoint, MS Excel / other spreadsheets applications, Virtual communication platforms (messaging, voice, video)
• Certification Requirements: AMLA Trainings / BPI Mandatory Courses, TOAP UCP Certified, SEC Mutual Fund CIS, SEC CEFIMS, AMTC Academy
  

Required Abilities

• Physical:
• Other:
• Trustworthy
• Team-oriented
• Conscientious
• Results-oriented
• Sociable
• Inquisitive
• Resourceful
• Good credit standing
• Analytical
  

Work Environment Details

Specific requirements

• Travel:
• Vehicle:
• Work Permit:
  
  

Other Details

• Pay Rate:
• Contract Types:
• Time Constraints:
• Compliance Related:
• Union Affiliation: