Corporate Accounts Associate

2 days ago

Pasig, National Capital Region, Philippines COL Financial Group, Inc. Full time ₱500,000 - ₱1,000,000 per year

About the Company:

COL Financial is the Philippines' leading online stockbroker, offering access to both stocks and the country's top funds at COL has reached hundreds of thousands of people in its commitment to help Filipinos build wealth and achieve financial independence through investing.

Responsibilities:

Corporate Promotion & Engagement


• Promote COL products and services (CSG, CEIF, CIP) to companies, institutions, and organizations.


• Assist in corporate marketing campaigns to boost brand awareness, enhance partnerships, and engage employees.

Lead Generation & Account Management


• Generate and pursue corporate leads through email, phone, and other channels.


• Coordinate corporate account applications, including initial document review and internal team collaboration.

Event Planning & Facilitation


• Plan, organize, and support financial literacy seminars and corporate events.


• Prepare event materials and assist in documentation and follow-up after events.

Reporting & Data Management


• Help prepare reports and presentations for corporate accounts and engagement activities.


• Manage data tasks, including organizing and updating internal trackers and monitoring files.

Qualifications:

  • Bachelor's degree in Communications, Marketing, Finance, or a related field
  • At least 2 years of experience in Sales, Marketing, Client Services, or Corporate Relations
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Excel and PowerPoint; experience with data tools or dashboards is a plus
  • Experience in event planning, digital campaigns, or marketing communications is an advantage
  • Comfortable with research, data handling, and creating presentations
  • Basic knowledge of financial markets is preferred but not required

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