Head, Investment Distribution Desk - Makati
Head, Investment Distribution Desk - Makati
Metrobank Taguig, Philippines Posted 19 days ago Permanent Competitive
Head, Investment Distribution Desk - Makati
Responsibilities:
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
Boost your career
Find thousands of job opportunities by signing up to eFinancialCareers today.#J-18808-Ljbffr