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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 accountsApproves/verifies regular Desk transactions and decides on day-to-day trading-related matters within his/her limitPerforms 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 productsComplies 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 concernedApproves and oversees the distribution of communications, e-mails, and marketing collaterals to clientsReviews and accomplishes performance appraisals of Desk personnel and endorses to Department HeadConducts 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 deskVisits branches within the area of responsibility as the need arises Qualifications: With strong background in investment sales, private banking or wealth managementA Certified Treasury Professional and SEC license holderWith 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
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