PERSONAL WEALTH ADVISOR CAGAYAN DE ORO

The Personal Wealth Advisor is primarily responsible for growing the volume and revenue of assigned portfolio from BPI Wealth investment product s such as All Unit Investment Trust Funds (UITFs) & Mutual Funds (MFs), Personal Equity & Retirement Account (PERA) products, fixed income securities , collective investment schemes and other investment products offered under s egregated Accounts, such as, Agency, PMA-like with no advisory services, as appropriate, ultimately contributing to achieving the Team ’s and Department ’s goals.

Responsibilities

• Engage clients by providing investment advice and solutions to Personal and Preferred Regular Clients.
• Grow the investment AUM and revenue of the Segment/clients under the assigned area/s.
• Act as Account officer of basic segregated accounts (PMA).
• Develop strong partnership with branches and Preferred RMs.
• Assist RMs in profiling and recommending investment products to client
• Assist RMs in providing market updates.
• Address investment concerns of Preferred Regular clients.
• Conduct branch product briefings and be the Subject Matter Expert (SME) for the basic investment training courses.
• Assist the SIA in conducting reviews for regulatory investment certifications.
• Conduct Investment 101 and Financial Wellness events and handle client queries and objections during these events.
• Facilitate account opening of segregated accounts and ensure that the account opening and transactions are properly endorsed to the IS and the other AMTC units.
  
  

• Graduate of any 4-year business course
• Has mastery of the investment sales process and product matching (all investment funds, PMA-like segre )
• Has ample knowledge of global market development
• Has good presentation skills and communication skills
• Knowledge on relevant risks and policies to manage client accounts and recommend products to clients
• Knowledge on the economic and market environment to recommend investment funds and fixed income instruments to clients
• Certification Requirements: AMLA Trainings / Mandatory Courses, TOAP UCP Certified, SEC Mutual Fund CIS, SEC CEFIMS, AMTC Academy