Account Officer

Affinity Capital Corp.; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

A leading investment firm is seeking a professional for managing corporate client relationships, driving business development, and ensuring compliance with regulations. This role involves acquiring new accounts, conducting client servicing, and fostering partnerships to increase assets under management. The ideal candidate should hold a bachelor's degree in Finance or related fields and possess 3-5 years of relevant experience. Certifications such as UITF and CISOL are required. A proactive approach to client engagement is essential in this dynamic environment.

Qualifications

• 3-5 years of experience in managing corporate accounts or business development.
• Strong background in fund management or asset management.
• Certification in UITF and CISOL required.

Responsibilities

• Acquire and manage relationships with corporate clients.
• Conduct regular client calls for servicing and sales.
• Spearhead activities to increase investments and market presence.

Skills

Client relationship management

Business development

Market analysis

Portfolio management

Financial literacy education

Education

Bachelor’s Degree in Finance

Business Administration

Economics

Job description

JOB SUMMARY

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).

JOB 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.

Other Responsibilities

• Assists and supports the VP and the sales support team in coordinating and liaising with the distribution team.
• Engages in joint field works with distributors.
• Other tasks that may be assigned based on business needs.

EDUCATION

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

RELEVANT EXPERIENCE

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

CERTIFICATES, LICENSES

UITF certification exam, CISOL licensure exam