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    Investment Specialist - Taguig, Pilipinas - Metrobank

    Metrobank
    Metrobank Taguig, Pilipinas

    Natagpuan sa: Foundit PH A2 - 4 araw ang nakalipas

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    Paglalarawan
    Job Summary:

    • 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.
    • 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.
    • Continually assesses and provides feedback to the Desk/Department Head regarding market performance, competitiveness, relevance and overall profitability 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 clients.
    • Files, safe keeps and maintains documents of the Desk, particularly deal-related customer files.
    • Performs other related functions that may be assigned from time to time

    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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