Investment Strategist
Cebu City, Central Visayas, PH
Role Overview:
Investment Strategists are mapped to specific centers for them to support the Relationship Managers in driving investment sales. They will be interfacing with the RMs on a day-to-day basis to address customer investment requirements and deliver wealth management solutions. They will also engage directly with customers as needed. Key activities include strategy communication and investment sales support.
Key Responsibilities:
1. Formulate investment strategies, in consideration of market conditions, for the team’s execution.
2. Communicate these strategies and the bank’s house view to Relationship Managers and their clients via different channels.
3. Work closely with RMs to meet investment mandates, assist in sales calls/portfolio reviews. Meet with clients as needed.
4. Provide inputs on products for onboarding in consideration of client needs and investment landscape.
5. Support investment-related initiatives and process improvements.
Role Overview:
Investment Strategists are mapped to specific centers for them to support the Relationship Managers in driving investment sales. They will be interfacing with the RMs on a day-to-day basis to address customer investment requirements and deliver wealth management solutions. They will also engage directly with customers as needed. Key activities include strategy communication and investment sales support.
Key Responsibilities:
1. Formulate investment strategies, in consideration of market conditions, for the team’s execution.
2. Communicate these strategies and the bank’s house view to Relationship Managers and their clients via different channels.
3. Work closely with RMs to meet investment mandates, assist in sales calls/portfolio reviews. Meet with clients as needed.
4. Provide inputs on products for onboarding in consideration of client needs and investment landscape.
5. Support investment-related initiatives and process improvements.