Investment Consultant
RCBC
Posted
last week
Cebu, Central Visayas, Philippines
Onsite
PHP 60K
Mid Level
Full Time
Sema Summary
The Investment Consultant develops customized investment strategies based on clients’ financial goals and risk profiles. The role involves supporting sales teams and ensuring compliance while conducting market research to aid clients' investment decisions.
About Company
Rizal Commercial Banking Corporation (RCBC) is one of the largest private domestic banks in the Philippines, providing diverse financial services through its retail and investment banking operations.
Core Requirements
- Bachelor's Degree in Finance, Economics, or Business
- 3-5 years of experience in investment advisory
- Strong knowledge of financial products
- Ability to analyze financial data
- Experience with client portfolio management
Responsibilities
- Develop customized investment strategies.
- Partner with sales teams for client acquisition.
- Stay up-to-date with investment products.
- Ensure compliance with regulatory requirements.
- Conduct market research and analysis.
- Prepare detailed reports for clients.
- Monitor and adjust investment portfolios.
Must Have skills
Job Keywords
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