Investment Specialist

Established in 1962, the Metropolitan Bank & Trust Company has become the premier universal bank and among the foremost financial institutions in the Philippines. With a history spanning more than 60 years, it aims to deliver meaningful banking to Filipinos everywhere. It boasts a diverse product portfolio including investment banking, thrift banking, leasing and financing, bancassurance, and credit cards. It offers a full range of services to large local and multinational corporations, middle-market and SMEs, high net-worth individuals, and retail segment. By creating and customizing financial solutions in response to our stakeholder’s needs, continuously expanding our scope of reach, and leading in community service, we live up to our “You’re in Good Hands” promise that embodies who we are and what we do. We are Metrobank.

JOB DESCRIPTION:

Responsible for the growth of investment assets, sales volumes, and profitability of high-net-worth clients handled. Takes care of investment requirements such as time deposits, foreign exchange, fixed income, and other alternative investment products. Implements business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts.

• Build and manage portfolios of high-net-worth individuals and contribute to the Bank’s business growth
• Develop your knowledge in Financial Markets products and be immersed in different sales processes
• Discover future opportunities in Financial Markets Sector with the Philippines' Strongest Bank

REQUIREMENTS:

• A strong background in investment sales, private banking or wealth management
• At least (2) two years of experience working for a Bank as a Treasury Specialist or Trader
• A licensed Certified Treasury Professional and SEC license holder is preferred but not required