BPI Asset Management Trust CorporationSEC Licensed Fixed Income Salesman and Investment Advisor
Jan. 2017 - Jul. 2022PhilippinesAreas covered: Cebu, Leyte, Bohol, and Samar Product Specialty: BPI Investment Funds (UITFs), ALFM Mutual Funds, Government and Corporate Fixed Income Securities, IPOs Constructed and oversaw individual and institutional investment portfolios, providing tailored advice and actionable investment ideas based on market conditions. Assessed client needs and devised customized investment plans, ensuring timely execution of market transactions. Monitored client financial conditions, recommending adjustments to optimize investment strategies. Addressed client queries, maintained records, and fostered client relationships while prospecting new clients and promoting relevant financial products. Collaborated with clients' other advisors to align financial goals.
Conducted Investment webinars and public speaking events for government, private, and public institutions.