- Financial advisory
- Insurance sales
- Investment products
- Banking relationship roles (retail or affluent segment)
- Luxury or high-value consultative sales
- Build and maintain relationships with individual investors and affluent clients
- Conduct consultations to explain gold and silver investment products
- Identify and pursue new client acquisition opportunities
- Coordinate transactions and logistics with the Hong Kong head office
- Provide after-sales support and maintain client engagement
- Ensure proper documentation and compliance with internal processes
- Bachelor's Degree - any; relevant experience prioritized
- At least 5 years of experience in relationship-based sales
- Background in financial services, insurance, investments, or luxury sales preferred
- Comfortable discussing wealth preservation and asset diversification
- Strong communication and presentation skills
- Self-driven and target-oriented
- Amenable to working onsite in Makati (9 hours/day, 5 days/week)
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Investment Sales Specialist - Makati - Corporate Executive Search, Inc. (CESI)
Paglalarawan
Investment Sales Specialist (Client Relationship)
Location: Makati, Metro Manila
Full-time | At least 5 and above years of relevant experience in relationship management, private banking, wealth management, investment
About the Role
We are looking for a relationship-driven Investment Sales Executive to manage and grow client relationships within the Philippines.
This role is ideal for professionals with experience in:
You will guide clients through the process of investing in physical precious metals as part of their long-term wealth strategy.
Client Company: Hong Kong-based boutique firm specializing in physical precious metals investments, including gold and silver bullion, coins, and secure storage solutions.
Key Responsibilities
Qualifications
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