junior portfolio strategist - wealth Management divisionSecurity Bank
Workplace: MetroManila, Manila, Makati
Salary: Agreement
Work form: Full time
Posting Date: 07/01/2026
Deadline: 16/11/2022
About Security Bank
We are the Philippines' largest independent bank, having won countless awards over the years, including one of Euromoney's most prestigious industry awards in 2021-Best Bank in the Philippines.
We're changing how people bank. From the moment customers enter our branches to their experience online, we make them feel valued and empowered.
Now, with more than 300 branches spanning the country, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we're far from done.
In our constant pursuit of excellence and improvement, we create teams that support our business and each other.
The Role
As a Junior Portfolio Strategist, you are responsible for the investment strategies of the Wealth Managers. You are expected to drive a proper mix of products to maximize revenues and support overall sales & profitability targets.
How you'll contribute
Assists the Wealth Manager in crafting & preparing investment strategy for specific customers based on long-term goals & objectives and customer risk profile
Coaches & mentors Wealth Managers on market trends, product knowledge, portfolio allocation & rebalancing
Ensures that rebalancing & churning of investment holdings are in accordance with customer's long-term objectives and risk profile
Ensures that documentation of investment is complete before execution of a trade
Prepares daily market update to be sent to the Wealth Manager Team and conducts regular huddles and meetings with the Wealth Manager Team
What we're looking for
Bachelor Degree graduate in the fields of Business, Finance, Economics, Math or Statistics preferably with MBA or Master of Finance or Economics
Chartered Financial Analyst certification is a preference
Should have at least three years in the investments business (Trust, Treasury or Brokerage)
Must have mathematical and analytical capabilities
Should be detail-oriented and innovative
#LI-AM1
#LI-Hybrid
Security Bank
We are the Philippines' largest independent bank, having won countless awards over the years, including one of Euromoney's most prestigious industry awards in 2021-Best Bank in the Philippines.
We're changing how people bank. From the moment customers enter our branches to their experience online, we make them feel valued and empowered.
Now, with more than 300 branches spanning the country, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we're far from done.
In our constant pursuit of excellence and improvement, we create teams that support our business and each other.
The Role
As a Junior Portfolio Strategist, you are responsible for the investment strategies of the Wealth Managers. You are expected to drive a proper mix of products to maximize revenues and support overall sales & profitability targets.
How you'll contribute
Assists the Wealth Manager in crafting & preparing investment strategy for specific customers based on long-term goals & objectives and customer risk profile
Coaches & mentors Wealth Managers on market trends, product knowledge, portfolio allocation & rebalancing
Ensures that rebalancing & churning of investment holdings are in accordance with customer's long-term objectives and risk profile
Ensures that documentation of investment is complete before execution of a trade
Prepares daily market update to be sent to the Wealth Manager Team and conducts regular huddles and meetings with the Wealth Manager Team
What we're looking for
Bachelor Degree graduate in the fields of Business, Finance, Economics, Math or Statistics preferably with MBA or Master of Finance or Economics
Chartered Financial Analyst certification is a preference
Should have at least three years in the investments business (Trust, Treasury or Brokerage)
Must have mathematical and analytical capabilities
Should be detail-oriented and innovative
#LI-AM1
#LI-Hybrid
Security Bank
Other Info
Makati City, Metro Manila
Permanent
Full-time
Permanent
Full-time
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