Head, Investment Distribution Desk - Makati
Company: Metrobank
Location: Taguig, Philippines
Posted: 2 days ago
Type: Permanent
Salary: Competitive
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 them to the 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: - Strong background in investment sales, private banking, or wealth management.
- A Certified Treasury Professional and SEC license holder.
- At least 10 years of experience in a Bank as an Investment Specialist or Trader.
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