INVESTMENT STRATEGIST
Bank of the Philippine Islands (BPI)
Date: 3 weeks 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
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
- 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
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
US Payroll Specialist
New Era Technology PH,
Manila
1 day ago
Join New Era Technology, where People First is at the heart of everything we do. With a global team of over 4,500 professionals, we're committed to creating a workplace where everyone feels valued, empowered, and inspired to grow. Our mission is to securely connect people, places, and information with end-to-end technology solutions at scale. At New Era, you'll join a...
Financial Reporting Officer - Finance
Shopee,
Manila
5 days ago
Job DescriptionOversee the financial activities of the Company for financial reporting and help management make financial decisions. You will interface with managers of other departments, implement Group company policies and respond to questions and issues concerning Finance and Accounting matters.Responsible to prepare, analyze, and report financial performance against key business metrics. Prepare budget and regular forecast in conjunction with the...
LEGAL SUPPORT STAFF
Bank of the Philippine Islands (BPI),
Manila
1 week ago
The Legal Support Staff shall provide secretarial and administrative support to the Corporate Legal Affairs Division Head and its departments.Responsibilities Receive, record, distribute, monitor and file pleadings, documents and correspondences from courts, other government agencies, private entities and the BPI Group Organize, file and safe keep documents of the Legal Departments Maintain docket of cases and litigation files Answer, screen...