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RCBC

Investment Consultant

RCBC

Posted

4 days ago

Cebu, Central Visayas, Philippines

Onsite

PHP 40K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Investment Consultant develops customized investment strategies for clients. They support sales teams and stay updated on investment products and market research.

About Company

Rizal Commercial Banking Corporation (RCBC) is a prominent private domestic bank in the Philippines, offering a wide range of financial services including retail and investment banking.

Core Requirements

  • Bachelor’s Degree in Finance, Economics, or Business
  • Strong knowledge of financial products
  • Minimum 3-5 years of investment advisory experience
  • Expertise in wealth management
  • Ability to conduct market research

Responsibilities

  • Create customized investment strategies.
  • Analyze financial data for asset allocation.
  • Support client acquisition efforts.
  • Develop sales materials for client communication.
  • Stay updated on various investment products.
  • Ensure compliance with regulatory standards.
  • Conduct detailed market research.

Must Have skills

Analytical skillsFinancial analysisInvestment strategy formulationRisk managementEffective communication

Job Keywords

Investment ConsultantFinancial AdvisorWealth ManagementPortfolio ManagementClient Relations

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