Head, Investment Distribution Desk - Makati | Financial Markets

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Position Title: Head, Investment Distribution Desk - Makati

Job Summary:

Marketing:

• Initiates and implements business strategies to increase client base, improve customer service and relations, boost client retention and loyalty, and attain additional business from existing accounts
• Approves/verifies regular Desk transactions and decides on day-to-day trading-related matters within his/her limit
• Performs regular consultations with Area Heads, Corporate RMs and Branch Lending Officers on potential clients and accompanies them on joint calls to present appropriate non-traditional Bank products
• Complies with internal and external policies affecting the market where he/she trades and conducts work activities with an awareness of the risks and prescribed controls

Administrative:

• Ensures the prompt and efficient submission of required Desk reports to all units concerned
• Approves and oversees the distribution of communications, e-mails, and marketing collaterals to clients
• Reviews and accomplishes performance appraisals of Desk personnel and endorses to Department Head.
• Conducts regular meetings with Investment Specialists and Sales Management Officers to discuss new product offerings, marketing strategies & its implementation, and operational issues that should be resolved and other concerns that could hinder the production of the desk
• Visits branches within the area of responsibility as the need arises.

Qualifications:

• With strong background in investment sales, private banking or wealth management

• A Certified Treasury Professional and SEC license holder

• With at least 10 years of experience for a Bank as Investment Specialist or Trader

Other Details:

Rank: Junior Officer

Unit: Financial Markets Sector

Location: Metrobank Center, BGC