INVESTMENT SPECIALIST, INVESTMENT DISTRIBUTION DESK – ORTIGAS

Posted 1 year ago by Metrobank

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Job Summary:

Responsible for the growth of investment assets, sales volumes, and profitability of high network clients handled
Services customer’s day-to-day investment requirements such as, but not limited to time deposits, foreign exchange, fixed income, and other alternative investment products
Implements business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts
Supports Relationship Managers of various sectors in deepening customer relationships by providing investment products and services

Role Exposure:

Develop your knowledge in Financial Markets products and be immersed in different sales processes
Build and manage portfolios of High-Net-Worth-Individuals and contribute to the Bank’s business growth
Discover future opportunities in Financial Markets Sector with the Philippines’s Strongest Bank

Qualifications:

With a strong background in investment sales, private banking, or wealth management
A Certified Treasury Professional and SEC license holder
With two years of experience working for a Bank as Treasury Specialist or Trader

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How to apply? Application procedure as follows:

#1 Prepare and ready your resume/CV. You can try online resume builder from the internet.

#2 Visit the career site or web page of the company and look for the available jobs posted.

#3 Submit resume and apply online via the HR department / company’s email for application purposes.

#4 Wait for the company’s response and follow up as necessary.

#5 Visit Philippine Careers website every day for more job postings from other companies.