SALES SUPPORT OFFICER, PRIVATE WEALTH SUPPORT DEPARTMENT
Job Summary:
Provides support in transaction monitoring, inter-unit coordination and generation of reports.
Specific Duties & Responsibilities:
- Assists the Department Head in ensuring the delivery of products and services to HNWI clients
- Ensures coordination with products providers and other units such as branches, operations, credit in the delivery and fulfillment of the transactions of the HNWI clients
- Liaises with different HO units concerning various day-to-day administrative and operational requirements of PBD
- Generates regular financial reports
- Aids the Department Head in budget planning and performance monitoring
- Acts as the unit’s representative on bank projects related to PBD and its operations
- Assists the Department Head in conducting user acceptance test for new IT initiatives and monitoring of projects roll-out status
- Performs other related functions that may be assigned from time to time
Qualifications:
- BS Degree in Business Administration, Accountancy, Finance, Economics or related field
- Knowledgeable in MS Office: Microsoft Word, Excel, and Outlook, Microsoft PowerPoint and Adobe Acrobat
- Required Skills: Reporting, Administrative Writing, Organization, Problem Solving, Communication
- With relevant work experience in reports management and data analysis
- Effective communication, presentation, and negotiation skills
- Able to work in a fast-paced, competitive environment