INVESTMENT SPECIALIST

Role summary

Written by MyIslandJob from the job title and employer. See the employer's page for the full description.

The Investment Specialist is expected to support the promotion and distribution of investment products, explain market opportunities and risks to clients, and help deliver suitable investment solutions. Typical requirements include a bachelor’s degree in finance, business, economics, or a related field; relevant experience in investments, banking, wealth management, or sales; strong communication and presentation skills; and knowledge of mutual funds, fixed-income products, equities, and financial markets. Candidates should be client-focused, commercially aware, organized, and comfortable meeting business targets. The role may also require regulatory compliance, accurate documentation, portfolio monitoring, and coordination with relationship managers and product teams. Professional investment certifications or licenses may be advantageous.

About the employer

Metropolitan Bank & Trust Company, commonly known as Metrobank, is one of the Philippines’ largest universal banks. Established in 1962, it provides a broad range of services for individuals, businesses, corporations, and institutional clients. Its offerings include consumer and commercial banking, deposits, loans, credit cards, treasury services, investment banking, wealth management, and trust products. Metrobank serves customers through branches, digital channels, and specialized financial teams across the country. The bank is part of the Metrobank Group, which has interests in financial services and related businesses. As an employer, Metrobank offers career paths in banking operations, relationship management, technology, risk, finance, investment products, and customer service. Compensation commonly combines a fixed salary with company benefits and, for some roles, performance-based incentives.