Investment Specialist

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Job Summary:

Responsible for driving the growth, profitability, and investment assets of high-net-worth and investment clients by providing advisory and execution support for a wide range of investment products, including time deposits, foreign exchange, fixed income securities, structured products, alternative investments, and cashflow hedging solutions.

Vacancies:

North Luzon

South Luzon

Duties & Responsibilities:

Implements business development and client engagement strategies to grow investment assets, deepen client relationships, and enhance retention. Provides investment solutions and market insights, conducts client profiling and presentations, executes investment transactions, ensures regulatory compliance and accurate documentation, and monitors market developments to support product competitiveness and business profitability.

Other Details:

Unit: Financial Markets Sector/ Investment Distribution Division

Location (s): North Luzon and South Luzon