P&L Leader, Financial Markets & Team Growth

The Corporate Institute; Hinoba-an; On-site; PHP 1,200,000 - 2,100,000; Full time

Job summary

The Corporate Institute seeks a senior leader to own P&L for the team, drive revenue growth, and ensure delivery of financial guidance. You will mentor and guide team members, set targets, and take initiatives in new business while upholding organizational standards.

Responsibilities include maintaining monthly P&L, timely delivery of equity advisory, collecting ground feedback for the Senior PCG advisor, monitoring advisory certifications, and ensuring compliance and surveillance.

Qualifications

• Graduation in any discipline; MBA Finance/CA/CFA/ICWA/NCFM/AMFI qualifications acceptable.
• 9+ years in financial markets with at least 2 years in a leadership role.
• Understanding of capital markets including derivatives, currency and commodities; MS Office proficiency.

Responsibilities

• Manage the team and ensure their productivity targets are met.
• Maintain the monthly P&L of the team/branch.
• Deliver timely customized equity advice to assigned PCG customers per defined timelines.
• Channel ground customer feedback to the Senior PCG advisor as reported.
• Monitor the advisory certification program for advisors as defined.
• Conduct regular compliance and surveillance checks.

Education

Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA / NCFM/AMFI

Tools

MS Office

Job description

The Corporate Institute seeks a senior leader to own P&L for the team, drive revenue growth, and ensure delivery of financial guidance. You will mentor and guide team members, set targets, and take initiatives in new business while upholding organizational standards.

Responsibilities include maintaining monthly P&L, timely delivery of equity advisory, collecting ground feedback for the Senior PCG advisor, monitoring advisory certifications, and ensuring compliance and surveillance.