Investment Advisor

Responsibilities

This position is primarily responsible for growing the volume and revenue of assigned portfolio from BPI Wealth investment products such as Unit Investment Trust Funds (UITFs), Mutual Funds (MFs), Personal Equity & Retirement Account (PERA) products, and segregated accounts such as Portfolio Management Accounts (PMA) and Trust Accounts. The position is responsible for promoting financial literacy through talks and events for mass affluent clients. The position also assists the Section Head in managing the assigned channels through branch and client engagement activities.

Qualifications

• Graduate of any business-related course (i.e. Finance, Accountancy, Business, Economics)
• Preferably with prior work experience in asset management, trust banking, treasury, financial and capital markets, or investment banking.
• Preferably holds any of the following:

Certified UITF Salesperson by TOAP

Licensed SEC Certified Investment Solicitor

Licensed SEC Fixed Income Salesman

Certified Treasury Professional

• Must have excellent communication, presentation, organization, and coordination skills.
• Must be proficient in Microsoft Office.