• Provides BPI Wealth clients with customized solutions based on their investment objectives through pooled funds (UITFs, mutual funds, others), segregated portfolio management, advisory
• Oversees and manages the global funds advisory platform
• Performs day-to-day fund management of global UITFs and MFs
• Takes an active role on financial product innovations and investments, such as product ideation, product structuring, derivatives, etc.
• Contributes in strategy enhancement through research and scenario analysis, and contributing in business development by maintaining relationships with foreign fund managers, counterparties and product providers
• Communicates global investment best practices and governance
• Identifies ideal wealth systems/ solutions for investments
  
  

• College graduate, preferably with a degree in business or finance-related courses
• Advantage if there’s an experience in Asset Management, Trust, Treasury or any capital markets field
• Knowledge of the trust business, asset management, capital markets, derivatives
• Adept with the needed MS Office systems, good interpersonal relationship skills, good oral and written communication skills, analytical and presentation skills
• Bloomberg proficiency is an advantage

Please refer to job description.