Company

UnionBank Financial Services and Insurance Brokerage Inc.

Position

Investment Sales Senior Officer

Location

UB Square, Libis, Eastwood, Quezon City

Job Summary

The Investment Specialist-UFSI the Senior Investment Specialist is a professional role that supports and guides Relationship Managers and the institutions clients in creating portfolios best fit for all market conditions. The role entails deep knowledge of both the market and the investment outlets available properly position investment portfolios.

Duties and Responsibilities

Sales & Advisory

• Collaborate with Relationship Managers and Personal Bankers to identify investment opportunities.
• Assess customer needs and recommend tailored investment solutions.
• Attend customer meetings or sales calls as a product specialist to provide expert advice.

Customer Experience

• Devel...