A thrilling Investment Specialist job has just become available at one of the foremost international banks in the Philippines. Based in Taguig, BGC, this role sits in a dynamic division of the bank. About the Investment Specialist Role: In this role, you will be responsible for the growth and development of the wealth management portfolio for the bank’s affluent and high net worth customers. Key Responsibilities: Achieve the department’s financial targets, and help generate revenue growth through Relationship Managers to contribute to the overall business profitability in line with the retail banking group’s aspirations and segment value proposition Be the subject matter expert on all investment products to grow and deepen relationships with affluent and high net worth clients, and be accountable for the development of the segment’s long term market strategies for customer’s acquisition, migration, and retention Work closely with internal businesses, product partners, and service partners to identify opportunities to strengthen relationships by identifying customer needs Proactively implement strategies to enhance and maintain strong business relationships, anticipate customer needs, and provide high quality service at all times Monitor the quality of client portfolios and safeguard the bank’s interest and minimise operations and credit risk To succeed in this Investment Specialist job, you should have strong business development and relationship building skills. Key Requirements: Minimum of five years’ significant work experience in investment specialist or relationship management for affluent and/or high net worth clients Skilled in marketing investment products, preferably with certifications Strong customer orientation with inclination towards business development and sales Excellent written, communication, and interpersonal skills Strong motivation and personal drive to succeed The company is one of the foremost and continuously growing foreign banks in the Philippines whose business has been operations for over 20 years. Given their growth, they are looking for proficient and aggressive professionals to join and contribute to their organisation. If you have the drive and determination to contribute to a growing business, this Investment Specialist role is for you. Apply now to learn more. Get in touch Michele Manabat +63 2 8841 9325

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