Investment Specialist (Downtown Center)

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Position Title: Investment Specialist – Downtown (Binondo)

Job Summary:
 

Responsible for the growth of investment assets, sales volumes and profitability of high net worth and other investing clients handled.  Services customer’s day-to-day investment requirements such as, but not limited to time deposits, foreign exchange, fixed income, structured products and other alternative investment products, including hedges on cashflows.

Specific Duties & Responsibilities:

• 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 solutions through products and services. 


• Profiles clients as to product suitability and assists the Branch and Relationship Managers in conducting profiling activities.


• Conducts marketing calls and comprehensive product briefings and market updates to prospective and existing clients.


• Executes the investment solutions confirmed by clients with the Bank as its counterparty and depending on the authority it provided.


• Continually assesses and provides feedback to the Desk/Department Head regarding financial markets performance, competitiveness, relevance and overall profitability viability of investment products and services.


• Complies with policies and regulations affecting the market where he/she trades and conducts work activities with an awareness of the risks and prescribed controls.


• Monitors the submission of required documents by clients/branches and ensures accuracy and prompt delivery of investment documents and reports to internal clients.


• Updates and keeps pertinent records of the Desk


• Performs other related functions that may be assigned from time to time

Other Details:

Rank: Junior Officer

Unit: Financial Markets Sector / Investment Distribution Division / Metro Manila
Location: Metrobank Downtown Binondo Office