INVESTMENT STRATEGIST

Bank of the Philippine Islands (BPI)


Date: 1 week ago
City: Manila
Contract type: Full time
The Investment Strategist is accountable for supporting the growth of the business by offering timely and well-rendered investment recommendations to High-Net-Worth individual (HNWI) and Institutional clients.

Responsibilities

  • Provides periodic market updates, cross asset views and security analysis across multiple asset classes that can be used by clients and Relationship Managers
  • Assists the Relationship Managers in client portfolio allocations and recommendations and provide other investment advisory functions as needed by HNWI and Institutional clients
  • Joins and assists Relationship Managers in client/sales meeting to discuss portfolio recommendations and proposals
  • Consolidates feedback from clients and Relationship Managers to conceptualize and implement appropriate investment solutions for HNWI and Institutional clients
  • Conceptualizes and proposes process and tech initiatives to improve portfolio advisory functions

Qualifications

  • Graduate of any 4-year business course
  • At least 3 years of relevant work experience in the wealth management, asset management or capital markets
  • Work Experience in client facing roles is a plus
  • Knowledge of the trust business, investments, securities, and financial markets
  • Well-versed in MS Office
  • Good communication, analytical, and presentation skills
  • Working towards CFA or MBA a plus

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