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Investment Strategist - Cebu (BDO Private Bank, Inc)

Company

BDO Unibank

Location

Metro Cebu, Philippines

Type

Full-time

Responsibilities:


Investment Strategy

  • Formulate investment strategies, in consideration of market conditions, for the team's execution
  • Communicate these strategies and the bank's house view to Relationship Managers and their clients via different channels
  • Work closely with RMs to meet investment mandates
  • Provide inputs on products for onboarding in consideration of clients needs and investment landscape
  • Support investment-related initiatives and process improvements


Compliance and Control

  • Adheres to the rules, laws, regulations and policies set by the Bank and regulatory bodies
  • Ensures appropriate sales practices are maintained at all times


Qualifications:


  • with at least 2 yrs. of experience or equivalent in investment advisory esp in providing wealth management solutio...

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