Affluent Client Marketing Strategist

Sun Life Financial; Taguig; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

Sun Life Financial is seeking a Client Segment Marketing Specialist in Taguig to drive engagement and conversions for affluent and High Net Worth clients. You will craft targeted communications, develop sales tools, and orchestrate client events to nurture relationships and generate leads.

Requirements include a Bachelor's degree in business and 3–5 years of marketing or sales experience in financial services, with strong communication and project management skills.

Qualifications

• Bachelor's degree in a business-related field and 3–5 years in Marketing or Sales.
• Experience in financial services and with the affluent market.
• Excellent communication, strong coordination and analytical skills.

Responsibilities

• Develop and execute monthly client resell and nurturing communications to affluent clients and channels.
• Promote Sales Distribution Channel tools to increase consideration via e-direct mails, SMS and advisor spiels.
• Plan client engagements and events to network and generate opportunities.
• Capture and monitor activity results to measure effectiveness.

Skills

Excellent communication

MS Office Suite

Project management

Organizational skills

Analytical skills

Interpersonal skills

Education

Bachelor's degree in business

Tools

Microsoft Office

Adobe

Job description

Sun Life Financial is seeking a Client Segment Marketing Specialist in Taguig to drive engagement and conversions for affluent and High Net Worth clients. You will craft targeted communications, develop sales tools, and orchestrate client events to nurture relationships and generate leads.

Requirements include a Bachelor's degree in business and 3–5 years of marketing or sales experience in financial services, with strong communication and project management skills.