Investment Advisor  

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Description

The Investment Advisor is responsible for growing the volume and revenue of assigned portfolio from BPI Wealth investment products such as All Unit Investment Trust Funds (UITFs) & Mutual Funds (MFs), Personal Equity & Retirement Account (PERA) products, fixed income securities, collective investment schemes and other investment products offered under segregated Accounts, such as, Agency, PMA-like with no advisory services, as appropriate, ultimately contributing to achieving the Teams and Departments goals. […]
Engage clients by providing investment advice and solutions to Personal and Preferred...

20 days ago from: bossjob.ph

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