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Investment Specialist

Metrobank

Financial Markets - Investment Specialist

Job Summary :

  • Responsible for the growth of investment assets, sales volumes, and profitability of high net worth clients handled.
  • Services customer's day-to-day investment requirements such as, but not limited to time deposits, foreign exchange, fixed income, and other alternative investment products.
  • Implements business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts.
  • Supports Relationship Managers of various sectors in deepening customer relationships by providing investment products and services.

Role Exposure :

  • Develop your knowledge in Financial Markets products and be immersed in different sales processes.
  • Build and manage portfolios of High-Net-Worth-Individuals and contribute to the Bank’s business growth.
  • Discover future opportunities in Financial Markets Sector with the Philippines's Strongest Bank.

Qualifications :

  • With a strong background in investment sales, private banking, or wealth management.
  • A Certified Treasury Professional and SEC license holder.
  • With two years of experience working for a Bank as Treasury Specialist or Trader.

Locations :

Be #InGoodHands with Metrobank

Here at Metrobank, we don't simply hire employees we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual.

We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career.

And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

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