Investment Strategist - Cebu (BDO Private Bank, Inc)

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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