Investment Advisor / Fund Manager

Company Description

Rizal Commercial Banking Corporation (RCBC) is one of the leading private domestic banks in the Philippines. With 60 years of experience in the banking industry, RCBC is a pillar of the community, providing a wide range of financial services to its customers. At RCBC, we continue to innovate and shape the future of our communities, families, and generations to come.

RCBC Trust Corporation is the Stand Alone Trust Corporation of the Yuchengco Group of Companies (YGC) which is largely held by PSE listed companies RCBC and House of Investments (HI). Key products and services include Investment Advisory, Estate Planning, Corporate Trusts and Agency Services, UITFs, directed and discretionary Investment Management Accounts (IMAs), Personal Management Trusts (PMTs), Retirement Fund Management, and Life Insurance Trusts among others.

Role Description

This is a full-time, on-site role based in Makati for an Investment Advisor / Fund Manager. The key responsibilities include devising and implementing investment strategies, managing investment portfolios on a directed and discretionary basis, and creating research reports for internal and external stakeholders The role requires building and maintaining strong relationships with clients, offering tailored investment advice, and continuously monitoring market trends to achieve financial goals. Collaboration with the team to identify and optimize investment opportunities is also an integral part of the role.

Responsibilities:

Research and analyze information on the financial markets, local and global economics, and investment outlets such as stocks, bonds, currencies, UITFs, mutual funds, and global ETFs among others

Develop investment ideas with the Investment Advisors, Trading Division, Trust Officer, etc.

Prepare presentations and recommendations for internal and external stakeholders

Conduct client meetings with bank partners

Manage discretionary and directional portfolios of high-net-worth clients and institutions

Ensure completion of documentation for client transactions and execution in relevant systems

Support ad hoc projects & initiatives

Qualifications:

Bachelor's degree in finance, accounting, economics, or a related discipline.

Preferably currently taking or has completed any of the following: the Trust Certification course, CFA Charter, MBA degree, FRM, CIPM, or related certifications

More than 3 years experience in a finance position or investment management is required, preferably in a research or fund management role

Working knowledge of various investment markets and products (i.e. money market, equities, bonds, deposits, foreign exchange, derivatives)

Self-starter that can collaborate well with colleagues

Analytical mindset that can process complex information and express key ideas in a clear and concise manner