Distribution Officer - Makati - China Bank PH

    China Bank PH
    China Bank PH Makati

    1 linggo ang nakalipas

    ₱240,000 - ₱600,000 (PHP) bawat taon *
    Paglalarawan

    Role: Distribution Officer - Chinabank Capital

    About You and the Role

    As a Distribution Officer, you will play a crucial role in strengthening Chinabank's investment distribution business by connecting existing clients with tailored financial solutions that help them grow and reach their financial goals.

    What You'll Be Doing

    As a Distribution Officer, you will:

    • Expand the bank's investment distribution business by proactively engaging existing bank clients.
    • Offer clients appropriate, well-matched financial products originated or syndicated by Chinabank Capital.
    • Understand client needs and recommend solutions aligned with their investment objectives.
    • Collaborate with internal teams to ensure seamless execution of product offerings.
    • Stay updated with market movements, client behavior, and emerging financial opportunities.

    What Success Looks Like

    • Consistently deepen client relationships and drive growth in investment product uptake.
    • Demonstrate strong product knowledge and confidently articulate investment options.
    • Contribute to hitting (and exceeding) the team's investment distribution goals.
    • Continuously grow your expertise in capital markets and financial analysis.

    Qualifications We Value

    Minimum Qualifications

    • Bachelor's degree in Banking and Finance, Commerce, Marketing, or any business-related program.
    • Basic knowledge of capital markets.
    • Ability to understand and analyze corporate financial statements.
    • Familiarity with investor behavior and financial market dynamics.

    Preferred Qualifications

    • Professional experience in banking, finance, or related fields.
    • At least 1 year of relevant experience in the finance sector.
    • Fixed Income Salesman SEC License is an advantage.
    * Ang saklaw ng suweldo na ito ay isang pagtatantya na ginawa ng beBee
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