Opportunity Description
Job Summary
The position is responsible for providing investment consultancy services for RCBC Trust Corporation’s investment management clients. This includes assistance in identifying the unique investment goals of the client and formulating investment strategies that will serve as basis for instructions on tactical asset allocation and security selection which will be forwarded to RCBC TC for trade execution. In addition, the position may act as a portfolio manager for selected discretionary accounts and will serve as decision makers on trade ideas based on their professional judgment of the goals, restrictions, and objectives of the client vis‑t‑to current market conditions.
How will you contribute?
- Works with clients to assist them in the following:
- Identifying unique investment goals and potential restrictions
- Formulating investment strategies and suitable investment outlets
- Analyzing portfolio performance usin...