INVESTOR RELATIONS/CLIENT SERVICE OFFICER

Walton Global Philippines Inc.; Taguig; On-site; PHP 300,000 - 540,000; Full time

Benefits offered by this job

HMO

Job summary

Walton Global Philippines Inc. in Taguig is seeking an Investor Relations/Client Service Officer with 1–3 years' experience for a hybrid role. The position focuses on managing client inquiries, investor updates, and campaigns across North America, Asia, and the Middle East.

The ideal candidate holds a bachelor’s degree in Finance, Economics, or Business, has strong English skills, and is proactive with excellent communication and analytical abilities. Experience in financial services is a plus.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field.
• 1–2 years of professional work experience in financial services.
• Excellent command of English; Cantonese and Mandarin will be an advantage.
• Strong analytical skills with attention to detail.
• Must be proactive, detail-oriented, performance-driven, and a team player.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Handle incoming phone and email inquiries from clients and business partners about the company’s products and services, ensuring timely responses.
• Address investors’ inquiries and complaints per company protocol.
• Conduct outward client servicing campaigns to maximize customer satisfaction and support sales initiatives.
• Maintain close communications with clients via phone and email across regions.
• Produce investor updates and reporting as requested by executive management.
• Assist in planning regional client updates and servicing campaigns.
• Collaborate with internal stakeholders to gather data and narratives for investor communications.

Job description

INVESTOR RELATIONS/CLIENT SERVICE OFFICER

Hybrid - Taguig 1-3 Yrs Exp Bachelor Full-time

Job Description

Government Mandated Benefits

Insurance Health & Wellness

HMO

Job

Description

Position: Investor

Relations Officer/Client Service Officer

Position Summary

The Investor Relations Officer will be responsible for managing customer-centric campaigns and project updates.

Essential Duties and Responsibilities

• Handle incoming phone and email inquiries from clients and business partners about the company’s products and services, ensuring the questions or requests are handled in a timely and effective manner.


• Actively involved in addressing investors' inquiries and complaints, escalating complaints to the Investor Relations Manager in accordance with the company protocol.


• Conduct outward client servicing campaigns to maximize the satisfaction level of customers, as well as sales campaigns that support sales/reinvestment.


• Establish and maintain close communications with clients through phone calls and emails. Meet and answer customers’ inquiries as needed to deliver exemplary services to customers and business partners in North America, Asia and/or the Middle East.


• Maintain accurate track of project information to ensure completeness and timely delivery of high-quality customer updates and communication pieces.


• Assist in the planning and implementation of regional client updates and servicing campaigns.


• Support internal and external stakeholders across all businesses with their client servicing and communication requirements.


• Produce and deliver investor updates and other investor-related reporting and communications, and other ad hoc reports as requested by executive management.


• Research key industry, market, and economic statistics and trends impacting the real estate market, working closely with various internal stakeholders to gather and interpret data and information.


• Demonstrate a high level of product knowledge and professionalism.


• Assist in the production of investor updates and other investor-related reporting and communications.


• Produce materials including investor presentations, corporate fact sheets, and other ad hoc reports as requested by executive management.


• Works closely with various internal stakeholders to gather and interpret data and information.


• Assist in the management of key corporate data and investment project information through company database.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Minimum of a bachelor’s degree in Finance, Economics, Business or related field


• Minimum of 1-2 years of professional work experience, financial services industry experience a plus


• Excellent command of English and strong written and verbal communication skills (Cantonese and Mandarin will be an advantage)


• Strong analytical skills with exceptional attention to detail


• Must be proactive, detail-oriented, performance-driven, and a team player


• Self-motivated with a desire for continuous learning


• Proficiency in Microsoft Office Suite

Customer Service English Language Team Player People Skills Interpersonal Skills Technical Skills Problem Solving

Guia David

Human Resource and Admin Manager Walton Global Philippines Inc.