Bank of the Philippine Islands (BPI)
Responsibilities
The Investment Advisor is primarily responsible for growing the volume and revenue of assigned portfolio.
Qualifications
Knowledge
1. Investments and financial markets
2. Trust business
3. Trading conventions and ethics
4. Legal and regulatory requirements
5. Products and processes
Skills
1. Highly analytical
2. Excellent oral and written communication skills
3. Excellent presentation skills
4. Organization and coordination skills
Attributes
1. Trustworthy
2. Team-oriented
3. Conscientious
4. Results-oriented
5. Sociable
6. Inquisitive
Area of study/expertise
- Asset Management/Trust Banking
- Treasury
- Financial and Capital Markets
- Corporate Banking or Investment Banking
Level of Education
- Bachelor’s Degree in Business, Accounting, Finance, or Economics
Certifications
- Certified UITF Salesperson
- SEC Fixed Income Salesman
- SEC Certified Investment Solicitor
- Certified Treasury Professional
Knowledge in PC Programs
- MS Word
- MS Powerpoint
- MS Excel/ other spreadsheet applications
- Virtual communications platforms
Please refer to job description.
Boss
HR ManagerBank of the Philippine Islands (BPI)
Ayala North Exchange Tower 1, 6796 Ayala Avenue cor. Salcedo St., Legazpi Village, Makati City , Metro Manila, PH
發布於 18 March 2025
Investment Advisor
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