Trust Marketing & AUM Growth Lead

BDO Unibank; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

BDO Unibank in Makati is seeking a marketing/finance professional to drive AUM and income targets through active participation in the bank’s marketing activities. You will strengthen sales by regular branch visits and presenting to area meetings, while ensuring accurate documentation and timely updates to branches.

The role requires a Bachelor's degree with 2 years' experience in marketing, banking, or finance, plus strong communication and negotiation skills.

Qualifications

• Bachelor's degree in Marketing, Banking or Finance with at least 2 years' experience
• Effective communication and negotiation skills
• UCP accreditation and one-year TIFP course would be an advantage

Responsibilities

• Ensures accomplishment of unit’s AUM and income targets through participation in the Bank’s marketing activities
• Strengthens sales activities through regular branch visits and presentations to area/ region meetings
• Responsible for the achievement of given target and contributes to the unit’s objectives and targets
• Receives client bookings through branches and matches these with the available investment outlets
• Oversees completeness of required documents submitted by branches
• Prepares and prints needed marketing/sales reports
• Checks PERA account and initial contribution orders processed within the day
• Ensures compliance with audit findings and coordinates for resolution
• Streamlines processes and recommends automation of manual activities
• Performs other related functions and attends to inquiries from branches and clients

Skills

Effective communication

Negotiation

Education

Bachelor's degree

Job description

BDO Unibank in Makati is seeking a marketing/finance professional to drive AUM and income targets through active participation in the bank’s marketing activities. You will strengthen sales by regular branch visits and presenting to area meetings, while ensuring accurate documentation and timely updates to branches.

The role requires a Bachelor's degree with 2 years' experience in marketing, banking, or finance, plus strong communication and negotiation skills.