Investments Product and Relationship Manager

Investments Product and Relationship Manager

Seaoil Philippines
7-10 years
Not Specified

Job Description

Are you looking to be a part of a company that cares about your professional growth, all while empowering you to become the best person to your family, peers, and the community Discover how a career in SEAOIL can nurture your growth, as you make your mark in fuelling a better future for others.

Every role in SEAOIL contributes significantly to the company. Here's a summary of what you will be doing in this job:

1. Build and maintain relationships with onshore and offshore Banks, Fund Managers, Investment Houses, and other Family Offices in order to create a pipeline of new investment ideas and structures.
2. Apply Novel Capital's investment thesis to pre-screen investment ideas and structures, and subsequently endorse selected ideas to the investment analysis team.
3. Manage administrative and operational aspects of relationships with aforementioned counterparties.
4. Join client presentations on new/specific investment structures or ideas.

Success in this role will require you to fulfill the following responsibilities:

Ensure consistent flow of new investment ideas and structures. This will involve building pipeline infrastructure with partner banks, investment houses, fund managers, and family offices.

Preferred Qualifications for the Role:
    • Graduate of a Business or Finance course from a reputable university
    • Finance-related certifications or charters, such as CFA is a plus.
    • 7-10 years experience in financial/investing analysis investment sales experience a plus. International exposure (even if locally employed) also a plus.
    • Critical Skills: Investment and Financial Analysis skills Networking/Pipeline Generation and Financial Sales
    • From Finance, Wealth Management, or Treasury

Realistic Job Preview:
    • The job-holder will be attending meetings with company management and shareholders to discuss investment ideas at least twice a week.
    • The job-holder will have regular meetings with local and international partners (as many as 2-3 a day) to identify new investment ideas/structures, or for general relationship-management purposes.
    • Once interesting investment ideas are identified, the job-holder is expected to do an initial analysis to assess fit versus Novel's investing thesis.
    • Regular internal meetings also to be expected to align with the other functions of the business.

Expectations from Candidates

Candidates who are invited for HR screening will need to undergo and pass an online exam and/or technical exam, and accomplish HR documents, personality tests, and essay exams before proceeding to the HR interview.

Candidates who pass the HR interview would then need to submit soft copies of their available pre-employment requirements, such as the Transcript of Records, Diploma, and NBI clearance. The complete list will be provided by the recruiter.

In the event candidates are hired, they would be required to submit hard copies of all the pre-employment requirements and pass the medical exam and background check before onboarding.

Benefits of Working in the Company

1. Office-based positions can enjoy the privilege of working from home during the pandemic
2. Employees will have the opportunity to be trained by our in-house training team and subject matter experts
3. Early regularization opportunity
4. Family-oriented culture

Job Details

Employment Types:


A company purposefully built over 40 years ago, SEAOIL has become the largest and leading independent fuel company in the Philippines--a success we share with every SEAOILer. We believe that each one is a partner and a steward of all resources and opportunities entrusted to us. Together, we develop holistic individuals who lead with integrity, humility, and a commitment to responsibly serve others and continuously make things better around them.

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