INVESTMENT SPECIALIST - SOUTH LUZON B

Role summary

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The Investment Specialist supports Metrobank clients in identifying suitable investment solutions, explaining products, managing relationships, and helping branches meet investment and revenue objectives across South Luzon. The role generally requires a bachelor’s degree in finance, business, economics, or a related field, strong communication and presentation skills, sales or relationship-management experience, and an understanding of investment products and financial markets. Relevant certifications or licenses may be advantageous. The successful candidate is expected to provide responsible, client-focused advice, achieve business targets, build partnerships with branch teams, maintain accurate documentation, and comply with bank policies, regulatory requirements, and suitability standards. Travel within the assigned territory and regular engagement with clients and branch personnel may be required.

About the employer

Metropolitan Bank & Trust Company, commonly known as Metrobank, is one of the Philippines’ largest universal banks. Established in 1962, it provides banking and financial services to individual customers, businesses, institutions, and affluent clients. Its offerings include deposits, consumer and corporate lending, credit cards, treasury services, investment products, wealth management, and digital banking. Metrobank serves customers through an extensive branch and ATM network, online platforms, and specialized relationship teams. The bank is part of the Metrobank Group, a diversified Philippine financial-services organization with interests in banking, insurance, and other related businesses. It is known for its focus on customer relationships, responsible banking, employee development, and long-term growth. Compensation and benefits vary by role, experience, location, and performance, with many commercial positions also offering incentive opportunities.