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Investment Consultant
RCBC
Posted
3 weeks ago

Manila

Onsite

PHP 50K

Full Time

Job Categories

Finance Consulting Investment Sales Customer

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Sema Summary

RCBC is seeking an Investment Consultant based in Manila. This role involves advising clients on investment opportunities, managing portfolios, and enhancing customer satisfaction. Ideal candidates should possess strong analytical skills and a solid understanding of financial markets. Given the full-time on-site requirement, applicants should be comfortable working in a fast-paced environment. RCBC seeks dynamic individuals eager to contribute to their investment team.

About Company

RCBC is a prominent financial institution in the Philippines, focused on delivering innovative banking and financial solutions to its clients.

Core Requirements

Bachelor's degree in finance or related field
Strong communication skills
Experience in investment consulting
Ability to analyze financial data
Client relationship management

Responsibilities

Advise clients on investment opportunities
Manage investment portfolios effectively
Conduct market research and analysis
Build and maintain client relationships
Work collaboratively with financial teams
Report on portfolio performance and strategy
Stay updated on financial regulations and trends

Must Have skills

Analytical skillsCustomer serviceFinancial analysisSales skillsMarket research

Nice To Have Skills

Negotiation skillsTime managementTeam collaborationPresentation skillsStrategic thinking

Tools Knowledge Requried

ExcelCRM softwareFinancial modeling toolsData analysis platformsReporting software

Job Keywords

investmentconsultingfinanceMarComsales

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