Investor Relations & Client Services Specialist

Walton Global Philippines Inc.; Taguig; Hybrid; PHP 558,000 - 892,800; Full time

Benefits offered by this job

HMO

Maternity Leave

Paternity Leave

Sick Leave

Vacation Leave

Solo Parent Leave

Job summary

Walton Global Philippines Inc. is seeking an Investor Relations Officer/ Client Service Officer to manage customer-centric campaigns and project updates for clients and partners across North America, Asia, and the Middle East.

This role requires handling inquiries, delivering timely investor updates, and coordinating with internal stakeholders to ensure accurate reporting and high-quality service. The position may involve real-time market insights and collaboration with cross-functional teams.

Qualifications

• Bachelor's degree in finance, Economics, Business or related field.
• 1–2 years of professional work experience; financial services industry experience a plus.
• Excellent command of English; Cantonese/Mandarin will be an advantage.
• Strong analytical skills with attention to detail.
• Proactive, detail-oriented, performance-driven, and a team player.
• Self-motivated with a desire for continuous learning.
• 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 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 of 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.
• Research key industry, market, and economic statistics and trends impacting the real estate market.
• 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.
• Flexible to work outside of normal business hours when necessary.

Skills

English proficiency

Mandarin/Cantonese advantage

Analytical skills

Attention to detail

Proactive

Team player

MS Office

Continuous learning

Education

Bachelor's degree in finance, Economics, Business or related field

Tools

Microsoft Office Suite

Job description

Walton Global Philippines Inc. is seeking an Investor Relations Officer/ Client Service Officer to manage customer-centric campaigns and project updates for clients and partners across North America, Asia, and the Middle East.

This role requires handling inquiries, delivering timely investor updates, and coordinating with internal stakeholders to ensure accurate reporting and high-quality service. The position may involve real-time market insights and collaboration with cross-functional teams.