Portfolio Management Officer

1 day ago

Taguig, National Capital Region, Philippines Metropolitan Bank & Trust Company Full time ₱900,000 - ₱1,200,000 per year

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Position Title: Portfolio Management Officer

Job Summary:

The Portfolio Management Officer shall be responsible for the development and implementation of strategies that will upgrade identified mass market segments (i.e. payroll, remittance) to higher segments by increasing their product take-up, in close coordination with the Institutional Cross-Sell team, other internal stakeholders and control units.

Role Exposure:

Strategic Support

  • Analyzes internal data for an in-depth understanding of customers
  • Conducts market research to identify threats and growth opportunities, keep in tune with industry trends, monitor competitors, stay abreast of new technologies and understand markets as a basis for developing strategic initiatives
  • Portfolio Management of Deposit Products, resulting in migration/upgrade of identified mass market sub-segments to HPR leveraging on payroll, top-ups, etc.
  • Assesses current strategies to leverage on organizational strengths, identify gaps and recommend strategic initiatives that will improve organizational effectiveness
  • Implements initiatives and works with internal and external agencies to execute campaigns and ensure alignment in approach and deliverables; supervises measurement of campaign effectivity
  • Manages cross-functional teams and collaborates with other groups across the organization for project execution
  • Coordinates with control units within the organization to ensure compliance
  • Supervises monitoring and timely measurement of effectiveness of the initiative or campaign

Deliverables

Including, but not limited to:

  • Research output, including but not limited to a roadmap for business / product / service (i.e. enhance transaction monitoring for remittance etc.)
  • Number of customers from identified mass market sub-segments migrated to a higher segment / availing of a second product
  • Increase in Net Customer Value (NCV)
  • Increase in PPC

Qualifications:

  • Bachelor's degree in Business Administration, Marketing, Finance, or a related field.
  • At least 5-7 years of experience in campaign implementation, portfolio management, strategic planning, or a related field.
  • Proven track record in developing and implementing strategies to upgrade mass market segments

Other Details:

Unit: Consumer Business Sector – Retail Deposits and Payment Products Division

Location: 100% Onsite – The Shops, BGC, Taguig

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