Question
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INVESTMENT SPECIALIST (MANILA)

6/17/2025

The Investment Specialist is responsible for the growth of investment assets and profitability of high-net-worth clients. They service customers' investment requirements and implement strategies to enhance client retention and loyalty.

Working Hours

40 hours/week

Company Size

10,001+ employees

Language

English

Visa Sponsorship

No

About The Company
Be part of a leading financial institution Metrobank is the country’s premiere universal bank with the largest consolidated network of over 870 branches and over 1,900 automated teller machines nationwide, and 33 foreign branches, subsidiaries and representative offices. A recognized leader in the country’s banking industry, Metrobank has become the trusted banking partner, staying true to its promise of keeping you in good hands.   Experience a fruitful and rewarding career The driving force of Metrobank’s success is its people who are committed to product quality and service excellence; practice strong work ethics and good governance. We uphold a culture anchored on our core values of customer delight, teamwork, passion for results and integrity. In Metrobank, hardwork is well-rewarded with a long term career and a competitive rewards system.   Learn from trusted professionals Metrobank is an excellent training ground for individuals who aim to learn and gain exposure to the different facets of banking and finance. The learning opportunities are immense as you work with top-notch experts of the banking industry - a driven team of individuals who put value on excellence and passion for service. Metrobank is regulated by the Bangko Sentral ng Pilipinas (https://www.bsp.gov.ph/)
About the Role

Be in Good Hands with Metrobank!

 

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

 

With Metrobank, a meaningful life is within your reach!

 

Position Title: Investment Specialist

 

Job Summary:

  • Responsible for the growth of investment assets, sales volumes, and profitability of high network clients handled
  • Services customer's day-to-day investment requirements such as, but not limited to 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
  • Supports Relationship Managers of various sectors in deepening customer relationships by providing investment products and services

 

Role Exposure:

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

 

Qualifications:

  • With a strong background in investment sales, private banking, or wealth management
  • A Certified Treasury Professional and SEC license holder
  • With two years of experience working for a Bank as Treasury Specialist or Trader

 

Locations: Manila area

Key Skills
Investment SalesPrivate BankingWealth ManagementFinancial MarketsClient Relationship ManagementPortfolio ManagementSales StrategiesCustomer ServiceClient RetentionBusiness GrowthTreasury SpecialistTradingInvestment ProductsHigh-Net-Worth IndividualsEconomic DevelopmentSocial Development
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