Investment Counselor (R2)

About Security Bank

We are the Philippines' largest independent bank, having won countless awards over the years, including Philippines' Top Employer, named by Statista, and Best Bank for Diversity and Inclusion, awarded by Asiamoney.

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 nationwide, 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 an Investment Counselor , you will be responsible for achieving investment product fee income and AUM targets in the following areas: Makati, BGC, Pasay, Alabang, Cavite, Laguna, Bulacan.

How you'll contribute

• Understands wealth management clients’ investment objectives and risk profile and recommends appropriate investment products
• Provide clients with market updates and house view

What we’re looking for

• Must have a Bachelor’s or College degree
• At least 4 years relevant experience in client facing / sales role
• Knowledge and proficiency in Financial Markets Product such as FX, bonds, mutual funds (UITF), equities (swaps and derivates preferred)
• Preferably has the ability to speak in Chinese [Hokkien (Fukien) / Mandarin]

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