Location
Quezon City
Job Type
Full-time
Posted
July 07, 2026
Job Description
Responsibilities:
Marketing Tasks
- Acts as liaison to the branches
- Ensures accomplishment of unit’s AUM and income generation targets through participation in the Bank’s marketing activities
- Strengthens sales activities through regular branch visits and presentation to area/ region meetings
- Responsible for the achievement of given target and contributes to the unit’s objectives and targets
- Keeps informed of new product features and procedures, industry and current events
- Provides branches with timely updates and informs them of important developments as the need arise
Administrative Functions
- Receives client bookings through the branches and matches these with the available investment outlets for the day as well as orders for Long- Term New Issuances and securities from the secondary market
- Oversees completeness of required d...
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