Portfolio Development Executive

6 days ago


Makati City, National Capital Region, Philippines China Bank PH Full time
About the Job

This is an exciting opportunity for a Portfolio Development Executive to join our team at China Bank PH. As a key member of the Wealth Management Group (WMG), you will play a crucial role in marketing WMG products and services to existing and potential customers, building customer relationships, and performing portfolio management and account administration.

The successful candidate will have a strong background in business-related courses and excellent communication skills. They will also possess proficiency in office systems and attention to detail.

This role offers a dynamic work environment and opportunities for growth and development. If you are a fresh graduate or entry-level applicant looking for a challenging career, we encourage you to apply.

Responsibilities
  1. Market WMG products and services to existing and potential customers
  2. Build customer relationships and perform portfolio management
  3. Administer accounts and ensure efficient day-to-day operations
Requirements
  • Bachelor's degree in business-related course
  • Proficiency in office systems
  • Excellent communication and interpersonal skills
  • Attention to detail and ability to multitask


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