PERSONAL WEALTH INVESTMENT ADVISOR

The Personal Wealth Investment Advisor is responsible for growing the volume and revenue of assigned portfolio from BPI Wealth investment products 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 segregated Accounts, such as, Agency, PMA-like with no advisory services, as appropriate, ultimately contributing to achieving the Team’s and Department’s goals.

Responsibilities

• Engage clients by providing investment advice and solutions to Personal and Preferred Regular Clients
• Grows the investment AUM and revenue of the Segment/clients under the assigned area/s
• Acts 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
  
  

Qualifications

• Graduate of any 4-year business course from reputable universities
• 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