Investment Strategist
RCBC
Posted
4 days ago
Makati, National Capital Region, Philippines
Onsite
PHP 60K
Mid Level
Full Time
Sema Summary
The Investment & Product Strategist provides market insights and recommendations for wealth management clients. Responsibilities include portfolio guidance and analytics, aligning investment strategies with client needs.
About Company
RCBC is one of the largest private domestic banks in the Philippines, providing a wide range of financial services through retail and investment banking.
Core Requirements
- Bachelor's degree in Finance or Economics
- 5+ years of experience in Investment Strategy
- Deep understanding of global financial markets
- CFA or equivalent certification preferred
- Experience in portfolio management
Responsibilities
- Develop and communicate investment strategies.
- Design data-driven portfolio strategies.
- Align investment recommendations with products.
- Produce content for relationship managers.
- Track performance of model portfolios.
- Present investment views in meetings.
- Monitor market developments and adjust strategies.
Must Have skills
Job Keywords
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