Porfolio Management Support

4 weeks ago

Taguig, Philippines East West Banking Corporation Full time

Taguig City, NCR, Philippines Financial Markets and Wealth Management

About the job Porfolio Management Support / Segment Support Officer

About the role

Location: BGC

Work Arrangement: Hybrid

Our Wealth Management team is looking for experienced professionals to join us in BGC in the role of Porfolio Management Support / Segment Support Officer.

This role is responsible in handling all segment marketing and support activities, specifically the management of Priority events, management of marketing materials at Priority locations, sourcing of Priority premium items for clients, among other marketing and segment support related activities.

East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.

We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.

Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

What the role will entail

  • Event Management WM business point person for the management of Priority client events, ensuring that the WM business requirements for the event is executed. This includes, securing approval for events lineup and budget, coordination with BMCC and third parties, such as but not limited to, hotel banquet staff and other events suppliers. Also, includes accrediting new event vendors in the system, processing of expenses in the system, and events cost management -- budgeting, accruing, etc.
  • Merchandising and Premium Item Sourcing/Management WM business point person tasked to collaborate with BMCC and Product point persons (Cards, Auto, Mortgage, SEDEX, Trust) on the distribution of required marketing documents for products and promotions. Also the WM point person tasked to manage end-to-end processes for curated Priority premium item giveaways, including sourcing and design of items, securing approval of lineup and budget, consolidation of orders, submission of PRF and monitoring production and delivery.
  • Segment Marketing and Portfolio Management Support WM lead on the roll out of all Product and Marketing/Sales Support campaigns, including tracking of conversions from all marketing/events initiatives.

What were looking for

  • Candidate must possess at least a Bachelor's/College Degree in Marketing or any relevant course
  • Experience in different aspects of banking and different organization within a bank, preferably with a stint in bank marketing. Must have conceptualized, managed and executed similar projects/programs
  • Familiarity with the Banks Products Deposits and Investments
  • Understanding of business goals, market trends, and competitive landscapes to align the work with the broader organizational objectives
  • Knowledgeable in preparing simple Financials/Budgets for projects/initiatives

What you can expect from joining our team

  • Career development and training opportunities
  • Competitive salary package and benefits
  • Performance-based incentives and recognition programs to reward high-performing individuals
  • Opportunity to work with industry experts and be mentored by them
  • Defined career progression paths to guide you in your professional growth
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