Investment & Product Strategist
RCBC Bankard
This position requires local presence. Please view similar jobs below.
Job Summary
- The Investment & Product Strategist provides data-backed market insights, portfolio guidance, and tactical/strategic recommendations for wealth management clients. The role provides fund and data analytics, curates the investment options and ensures products are aligned with house views and client needs. He/she shall integrate macro research, data analytics, and product alignment to support relationship managers (RMs) and investment consultants (ICs). Moreover, he/she shall translate product performance and peer analysis into actionable product recommendations.
- Formulate and Articulate Investment Strategy: Develop, maintain, and formally communicate the bank's House Views, Strategic and Tactical Asset Allocation, and other Investment Themes. This requires close coordination with the various investment counterparties, Chief Economist, internal research teams, and external investment counterparties.
- Data-Driven Portfolio Construction: Design and validate portfolio strategies using data-driven methods, and comprehensive scenario analysis to assess potential risks and returns across various market environments. Analyze portfolio exposures and identify opportunities for asset rotation.
- Investment Product and Strategy Alignment: Collaborate closely with the various investment counterparties and align investment recommendations with the available product shelf, ensuring all advice is deliverable and profitable
- Generate Advisor-Facing Content: Produce high-quality, actionable, and timely content for RMs/ICs to facilitate client conversations.
- Maintenance and Performance Tracking of Model Portfolios (e.g., conservative, moderate, aggressive).
- Development of Strategy Kits (e.g., client-ready slide decks, FAQs, performance metrics).
- Present Views and Train RMs/ICs: Serve as a subject matter expert in internal forums. Present investment views and portfolio updates during regular RM/IC monthly meetings and conduct ad-hoc training sessions to enhance the front-line team's product and market knowledge.
- Real-Time Market Monitoring: Proactively monitor macroeconomic and capital market developments (e.g., central bank actions, policy changes, earnings releases) and provide real-time updates and urgent positioning changes to RMs/ICs.
- Bachelor's degree in Finance, Economics, or a related quantitative field. CFA or equivalent professional certification (e.g., CAIA) preferred.
- 5+ years of experience in Investment Strategy, Portfolio Management, Product Strategy, or Research within a Financial Institution (e.g., Private Bank, Asset Management, or Wealth Management).
- Deep understanding of global financial markets, portfolio theory, and multi-asset investing.
- SEC Fixed Income Market Salesman (FIMS) is preferred
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment & Product Strategist in Philippines vacancy
- ...catering and delivery-optimized dining. Job Type: Full-Time (Remote - US Eastern Hours) Job Summary We are seeking a high-caliber Investment Analyst to serve as a key player in our strategic finance and fundraising efforts. This is not a back-office accounting role; it...Remote job
- ...JOB PURPOSE : The Client Strategist exists to develop and implement data-driven marketing strategies tailored to client needs, ensuring a positive client experience and maximizing campaign performance. This role focuses on client-facing interactions, strategic planning...
- Reporting to the Vice President of Investments and Development, the Investment Analyst will be part of the investments team to support the company’s strategic growth by supporting the investment and business development efforts. The...
- ...companies operate. About the Role We’re looking for a Creative Strategist with 4+ years of e-commerce/DTC experience. In this role, you... ...for A/B testing to improve ad performance. Oversee Production : Manage the end-to-end creation process for videos, graphics...
24000 $ per year
...execute at that level. The Role We are hiring a Creative Strategist and Ecommerce Manager to own the day-to-day execution of our... ...Own E-commerce Operations: Own day-to-day Shopify execution: product pages, collections, banners, discount codes, and promotional...- ...hours you log on. About the Role We are seeking a Group Product Manager (GPM) who is both a world-class operator and an player... ...long term needs of this business line: resource requirements, investment, propose and collaborate on the best organizational design for...Remote job
14400 $ per year
...The Role: As a Senior Copy Strategist for an Injury Lawyer / Law Firm, you will be responsible for developing and executing compelling... ...and client feedback to refine messaging. Oversee content production and ensure quality standards are met. Work with designers...- ...Role Overview We are hiring a Performance Creative Strategist to lead the paid social creative direction for the brand. This is not... ...Fashion, jewelry, beauty, lifestyle, collectibles, or fandom-based products UGC workflows and creator briefs TikTok Ads, Instagram...
- ...Your Mission ~ Responsible to organize events like workshop, congresses and train users on the correct method of using the company products ~ Gather market feedback on marketing activities and products’ satisfaction ~ Develop and execute strategies to drive...
14400 $ per year
...The Role: As a Senior Copy Strategist for an Injury Lawyer / Law Firm, you will be responsible for developing and executing compelling... ...and client feedback to refine messaging. Oversee content production and ensure quality standards are met. Work with designers...- ...Japan's largest publicly listed payment companies. Our client is is seeking a part-time local advisor based in Manila to support its investment activities in the fintech sector. The company manages multiple investment portfolios across Southeast Asia, India, and the...
- ...Executive search firm Monroe Consulting Group is recruiting a Product Manager on behalf of a multinational pharmaceutical company. The role will be responsible for product planning and execution of the marketing plan throughout the product lifecycle. Key Responsibilities...
- We're looking for a Full Stack Product Engineer to help build and maintain an AI-native product used by real customers in complex, high-stakes environments. This role is product-focused and execution-heavy, ideal for an engineer who enjoys shipping features, fixing real...Remote job
12000 $ per year
...The Role We are hiring a female Video Editor / Creative Strategist to elevate our short-form output across organic and paid channels... ...proportionally. What You’ll Edit Lifestyle and UGC bag content Product close-ups and feature demos Green screen storytelling...- ...Role Overview We are hiring a Producer to oversee project operations, production timelines, and team coordination for our Australia-based, artist-led creative company expanding into anime and digital media production. This role will manage project workflows, resource...
- ...overseeing day-to-day execution and distribution of all equity products. Job responsibilities You will need to demonstrate... ...Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking...
- In a nutshell, as a Product Manager you will work closely with the business, users, clients, developers and other stakeholders to understand needs, define priorities and translate ideas into clear product requirements. Work with the business, users and clients to understand...Remote job
- ...development and execution of hybrid animation workflows for our Australia-based, artist-led creative company expanding into anime production. This role will focus on building controlled AI-assisted pipelines that enhance animation quality, improve production efficiency,...
- ...LOOKING FOR STELLAR TOP CANDIDATES Position : Editor/Post Production Editor Working Hours : Full-Time│Mon - Fri 9:00 am - 5:00 pm EST Search Location : Philippines│India Salary : 700-1300 USD : The Final Salary Offer depends on the client’s decision...
- ...ABOUT THE ROLE We’re hiring a Technical Product Manager to lead platform delivery and internal systems development across InfluenConnect. You’ll report to the Managing Director and collaborate with cross-functional teams to: Drive core feature development on our...
- ...right message at the right time to the right people. What this job is about ASG Platform is looking for a Senior Product Manager. The Senior Product Manager makes sure that all components necessary for a finished software project are in...Remote job
- ...based EMR and practice management solutions to its clients. We bring solutions to physicians by providing constant enhancement of our products and services including EHR, practice management, marketing, patient coordination and billing. Job Purpose and Role The...
27000 - 29000 Php
...The Product Specialist, a key member of the Imaging Solutions - Professional Imaging Marketing team , collaborates closely with the Product and Marketing Leader and Senior Marketing Specialist. In this role , they leverage their technical expertise to play a pivotal role...1500 - 2400 $
...Position : Overseas Product Operations Manager Work Hours (Client) : 9 am to 6 pm Philippine Time Location of Search : Philippines (Remote) Type of Contract : Independent Contractor Salary: $1,500-2,400/monthly Company/Client Overview: The company is...- ...suited for someone highly organized, fast-moving, comfortable managing people, and genuinely interested in anime, art, jewelry, luxury products, and creative brand-building. About the Role As Operations Manager, you will support the company across hiring, team...
- ...Group Philippines is recruiting on behalf of an industrial equipment & professional tools manufacturer, they are looking to hire a Product Specialist in the industrial sector. This role will: Handle sales of company's range of hand tools and power tools products in...
- ...help build a fully remote animation studio from the ground up, set the visual standard for the series, and guide the team from pre-production through final composition and post-production. This role is best suited for a highly skilled animation leader who can direct a...
- ...Position Overview: We are seeking a driven and entrepreneurial Specification Sales & Product Manager to lead the development and market expansion of Knauf AQUAPANEL systems in the Philippines. The ideal candidate will have strong façade system experience and...
- ...partner with the VP of Sales on where to invest and what motions to develop. You... ...reporting in Looker and HubSpot. • AI-driven productivity: generative AI, agentic automation,... ...environments are where you thrive. • Equally a strategist: you partner with leadership on...
- ...-year track record of excellence. We don't just fill seats; we invest in human potential. We are dedicated to finding the perfect fit... ...appointment setting. We are looking for a senior-level outbound strategist to take full ownership of our top-of-funnel engine. You won't...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment & Product Strategist. Be the first to apply!
