STRATEGIST
Bank of the Philippine Islands (BPI)
Date: 2 days 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
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