Senior Investment Product Specialist

2 days ago


Manila, National Capital Region, Philippines beBeeRelationship Full time ₱800,000 - ₱1,200,000
Job Description

The primary role of a Portfolio Relationship Manager is to promote investment products through third-party channels while also servicing and managing the accounts of these partners.

  • Growth of Institutional Agency business by strengthening distribution relationships, expanding product usage, and accrediting new distributors.
  • Timely and accurate response to third-party partner requests and other account-related services.
  • Facilitating the opening & renewal of new / existing third-party partners in line with regulation & internal policies.
  • Providing training & marketing support to third-party partners & their frontliners.
  • Drafting/ updating operational procedures for third-party partners & coordinating with relevant stakeholders.
  • Ensuring timely dissemination of relevant investment fund information to third-party partners.

Required Skills and Qualifications
  • Bachelor's Degree in Business or Finance.
  • At least 3 years of experience in marketing Trust products and services.
  • Knowledge of portfolio management and investments.
  • High logic and problem-solving skills.
  • Well-versed in PowerPoint, Word, Excel, and other job-related software.
  • Excellent written communication and presentation skills.
  • Results-oriented.

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