PERSONAL WEALTH INVESTMENT ADVISOR

Group Company: BPI ASSET MGMT AND TRUST, CORP

Designation: PERSONAL WEALTH ADVISOR

Office Location:

Position description: This position is primarily responsible for growing the volume and revenue of assigned portfolio from BPI Wealth investment products 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 segregated Accounts, such as, Agency, PMA-like with no advisory services, as appropriate, ultimately contributing to achieving the Team’s and Department’s goals.

Primary Responsibilities

• 1.Product Specialist: Engage clients by providing investment advice and solutions to Personal and Preferred Regular Clients. 2.Sales: Grow the investment AUM and revenue of the Segment/clients under the assigned area/s. 3.Account Management: Act as Account officer of basic segregated accounts (PMA). 4.Develop strong partnership with branches and Preferred RMs. 4.1.Assist RMs in profiling and recommending investment products to client. 4.2.Assist RMs in providing market updates. 5.Address investment concerns of Preferred Regular clients. 6.Conduct branch product briefings and be the Subject Matter Expert (SME) for the basic investment training courses. 7.Assist the SIA in conducting reviews for regulatory investment certifications. 8.Conduct Investment 101 and Financial Wellness events and handle client queries and objections during these events. 9.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. 10.Assists the IS in addressing basic investment concerns of branches and clients, if necessary.
  
  

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