Investment Consultant
RCBC
Posted
4 days ago
Manila
Onsite
PHP 50K
Mid Level
Full Time
Sema Summary
The Investment Consultant develops customized strategies based on clients' financial goals. They support sales teams and ensure compliance while managing investment risks.
About Company
RCBC is one of the largest private domestic banks in the Philippines, providing various financial services for over 60 years, focusing on innovation and customer partnerships.
Core Requirements
- Bachelor's Degree in Finance or related field
- 3-5 years experience in investment advisory
- Strong knowledge of financial products
- Ability to analyze market trends
- Excellent communication and presentation skills
Responsibilities
- Develop customized investment strategies.
- Analyze financial data and market trends.
- Support sales teams in client acquisition.
- Stay current on investment products.
- Conduct compliance and risk management.
- Prepare detailed investment reports.
- Participate in client meetings with sales teams.
Must Have skills
Job Keywords
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