Investment Sales Specialist - Makati - Corporate Executive Search, Inc. (CESI)

    Corporate Executive Search, Inc. (CESI)
    Corporate Executive Search, Inc. (CESI) Makati

    17 oras ang nakalipas

    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:

    • Financial advisory
    • Insurance sales
    • Investment products
    • Banking relationship roles (retail or affluent segment)
    • Luxury or high-value consultative sales

    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

    • 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

    Qualifications

    • 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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