Location
makati, metro manila, Philippines
Posted
June 04, 2026
Job Description
He/She/They- responsible to outperform relative benchmarks in managing client’s investment portfolio, given a discretionary mandate, and to ensure that all transactions are in accordance with applicable model portfolios and various equity strategies, regulations, operational processes and internal policies, and client approved IPS or investment guidelines, strictly observing investment restrictions/limitations in order to achieve client’s investment objectives.
Responsibilities
- Managed portfolios and strategies
- Prepares materials and conducts fund performance review with the concerned client
- Monitors and reviews the performance of his assigned accounts
- Provides support to RMs by serving as resource person during client meetings
- Ensures compliance to the ERTF Model portfolios and various equity strategies
- Ensures compliance to client-approves IPS or investment guidelines