Channel Management Officer

ATRAM; Makati; On-site; PHP 800,000 - 1,200,000; Full time

Job summary

A financial services company in Metro Manila is seeking a Channel Management Officer to oversee and maximize the performance of accredited Institutional Trust Agents. This role is crucial for driving sales performance, strengthening relationships, and ensuring compliance with company policies. Candidates should have strong sales acumen, expertise in relationship management, and knowledge of macroeconomic trends to guide partners effectively. The position emphasizes operational excellence and delivering superior outcomes across the distribution network.

Qualifications

• Strong sales acumen to empower partners and identify growth opportunities.
• Builds long‑term relationships with Institutional Trust Agents.
• Understanding of macroeconomic trends and investment products.

Responsibilities

• Oversee the performance of accredited Institutional Trust Agents.
• Drive sales performance and strengthen partner relationships.
• Lead channel-related projects and initiatives.

Skills

Sales Capability

Relationship Management Expertise

Macro & Investment Knowledge

Job description

Role Summary:

The Channel Management Officer is responsible for overseeing and maximizing the performance of all accredited Institutional Trust Agents of ATRAM Trust. The role ensures sustained business growth by driving sales performance, strengthening partner relationships, and ensuring full compliance with ATRAM’s policies, service standards, and regulatory expectations. This position also develops capability‑building initiatives, executes channel‑focused projects, and enhances partner engagement to secure operational excellence and deliver superior client outcomes across the distribution network.

What Business Outcomes the Role is Responsible for:

• Sales & Revenue Growth: Drives consistent AUM and revenue expansion by equipping Institutional Trust Agents with targeted sales strategies, timely product insights, and performance‑enabling support.
• Relationship Management: Enhances channel productivity by building high‑trust, collaborative relationships with partner institutions, ensuring continuous engagement and alignment to business goals.
• Project & Initiative Execution: Delivers business impact by leading channel‑related projects and initiatives that elevate partner capabilities, streamline processes, and strengthen overall channel effectiveness.

What We’re Looking For in a Successful Candidate:

• Sales Capability: Applies strong sales acumen to empower partners, identify growth opportunities, and convert them into measurable business results.
• Relationship Management Expertise: Builds productive, long‑term relationships with Institutional Trust Agents to drive channel engagement, operational alignment, and sustained performance.
• Macro & Investment Knowledge: Leverages understanding of macroeconomic trends and investment products to guide partners effectively, support client discussions, and strengthen decision‑making across the channel.