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February 10, 2025 | |
Philequity Alpha One Fund | 0.984 |
Philequity Dividend Yield Fund | 1.3981 |
Philequity Dollar Income Fund | 0.0624417 |
Philequity Fund | 33.3961 |
Philequity MSCI Philippines Index Fund | 0.8334 |
Philequity Peso Bond Fund | 4.1861 |
Philequity PSE Index Fund | 4.3134 |
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February 10, 2025 | |
Composite Index | 6037.12 |
Composite Index Points Movement | -117.87 |
Composite Index Percentage Movement | -1.92% |
Career Opportunities
- To deepen existing customer relationship for mass market segment in accordance with established standards
- To acquire, grow and deepen the relationship with customers through relationship management with special focus on the analysis and satisfaction of Priority Customers’ personal financial investments and objectives
- Provide truly professional customer service to achieve a high level of customer satisfaction and retention
- Generate new business to achieve defined sales targets
- Build and deepen relationships with existing clients to increase revenues
- Provide professional customer service to achieve a high level of customer satisfaction and retention
- Review & recommend investment applications and follow-ups including documentation
- Adherence to Sales & Marketing and Investment Policy
- Comply with all relevant policies and procedures covering regulatory requirements
Qualification/s:
- Bachelor's/College Degree in Business Studies/Administration/Management, Economics, Marketing or equivalent.Strong account management background gained from a reputable bank.
- Proven track record in handling wealth management
- Certifications for Mutual Funds, Fixed Income and Equities are advantages
- Self-starter and able to work independently.
- Sound strategic thinking ability, and proven leadership and management skills.Generate new business to achieve defined sales targets.
- Demonstrated flexibility and mobility.
- Excellent verbal and written English communication skills and negotiation skills.
- Preferred language(s): Chinese.
Year(s) of Experience
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At least 3 year(s) of experience in sales and marketing with increasing levels of responsibility
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Position Level
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Manager
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Job Reports to
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:
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President
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Job Role
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Customer Service & Sales
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Employment Type
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Full-Time
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