Account Officer

2 weeks ago

Makati City, National Capital Region, Philippines John Clements Consultants, Inc. Full time ₱1,440,000 - ₱1,920,000 per year

Responsibilities

Responsible for acquiring, managing, and growing relationships with corporate clients, institutional investors, and business partners. This role involves business development, client servicing, portfolio management support, and ensuring compliance with regulatory requirements. The officer will play a key role in driving institutional investments, fostering partnerships, and expanding the company's assets under management (AUM).

Duties and Responsibilities:

Sales

➢ In charge of acquisition of new accounts.

➢ Conducts regular client calls for both selling and client servicing.

➢ Manages, maintains, and post-sales service of existing accounts.

➢ Develops modules and presentations for selling and presentation activities.

➢ Engages with key stakeholders in corporate accounts.

➢ Conducts regular fieldwork for market saturation.

➢ Assists or initiates other activities that could contribute or lead to the hitting of the targets.

➢ Take and pass the UITF and CISOL exams.

➢ Creates reports and all necessary documents to be monitored and checked by the immediate manager.

Business Development

➢ Spearheads activities that could ramp up inflow of investments including but not limited to, road shows, participation in marketing campaigns, participation in pod casts amongst other things.

➢ Develops new markets and identifies organizations to saturate.

➢ Develops modules and presentations for selling and presentation activities.

➢ Engages with key stakeholders in corporate accounts.

➢ Conducts financial literacy sessions for education, awareness, and visibility.

➢ Coordinates with marketing for marketing activations that would lead to conversion of leads.

Qualifications

- Bachelor's Degree in Finance, Business Administration, Economics, or a related field

  • Minimum of 3 to 5 years of experience in corporate account management, institutional sales, or business development in fund management, asset management, or banking

  • UITF certification exam, CISOL licensure exam

  • Familiar with AML/KYC processes, SEC regulations, and institutional due diligence requirements

  • Skilled in prospecting, networking, and creating strategies to grow AUM and institutional client base

-With experience in Bank Assurance Industry

Job Type: Full-time

Pay: Php30, Php38,000.00 per month

Application Question(s):

  • How many years of experience do you have in corporate account management, institutional sales, or business development in fund management, asset management, or banking?
  • Do you have UITF or CISOL certification?
  • How many years of experience do you have as Account Officer?
  • How much is your expected salary?

Education:

  • Bachelor's (Preferred)

Work Location: In person

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