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A leading financial institution seeks an experienced individual to develop and implement investor education programs. The ideal candidate holds a relevant bachelor's degree and has 5-10 years in an executive capacity, preferably in investment banking or marketing. This role requires on-site presence in BGC, Taguig, and focuses on enhancing public knowledge of stock market products and services.
The position is primarily responsible for developing and implementing creative investor education programs aimed at educating the general public about PSE products and services so that they make informed decisions about investing in the Exchange; assisting investors with concerns and complaints by coordinating with other PSE departments as necessary; assist in the advancement and promotion of the Exchange as a business institution of the Philippine capital market.
I. Investor Education
Leads market environment scanning and identifies opportunities for information dissemination on how to invest in the stock market and the products and services being offered to the investing public.
Takes the lead in organizing and developing a body of resources required in the implementation of various market education programs, such as lecturers, lecture materials, and graphic or multimedia instruction materials.
Copy writes, designs, and produces collaterals, such as brochures, posters, books, handouts, video materials, etc., required by various market education programs.
Initiates possible tie-ups, networking and membership affiliation or accreditation with advisory groups, networks, and coalitions for stock market education and information dissemination.
Oversees the development of existing market education programs vis-à-vis current market trends and analyzes its worthiness or feasibility in relation to the business objectives set by the Department.
II. Business Plans/Budget Management
Sets the Department’s annual business plans and budget, oversees actual performance versus business plans and ensures that the Department is operating within the approved budget.
Ensures the attainment of the Department’s annual business plans.
III. Policies and Rules
Sets the parameters in the drafting of policies relevant to rules and regulations of the Exchange in connection with stock market education.
IV. Leadership Management
Recommends plans, programs, budget and performance targets of the department
Bachelor’s Degree in Marketing, Banking and Finance, Economics, or any Management-related degree; preferably with a Master’s Degree in Business, Marketing, or Management.
Five (5) to Ten (10) years of experience in an executive or senior managerial
Capacity in investment banking, stock brokerage operations, or any marketing operations
Amenable to work on-site (BGC, Taguig)