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ATR Asset Management (ATRAM)

Business Development Administrator  

ATR Asset Management (ATRAM)

 
  • Makati, Philippines
    8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
  • Full timeFULL_TIME

Expired a year ago

2023-03-09T16:00:00+00:00
Job closed.

Job Description

Role Summary:

The Business Development Administrator is responsible for providing support in the identification and implementation of sales and marketing support initiatives for unit investment trust funds to achieve the business unit’s AUM and revenue targets.

Main Duties and Responsibilities:

  • Prepare the regular reports due to Business Partners. (Daily/Weekly/ Monthly/ Quarterly Reports). Coordinate with various internal and external groups to ensure accuracy of the reports.
  • Handle client documentations for account openings and annual due diligence reviews.
  • Provide internal reports regarding AUM for Business Partners to management.
  • Assist in providing clients with regular marketing reports like market outlook, Fund Manager’s commentaries and other marketing supplements that they may require.
  • Provide support during regular client briefings and seminars.
  • Assist in addressing client requirements, solve problems, resolve complaints and provide client support
  • Comply with regulatory requirements, company and group policies; maintain compliance awarenes

Minimum Qualifications

  • Candidate must possess at least a Bachelor's/College Degree.
  • 1 – 2 years experience in social media marketing with demonstrated successes
  • Basic knowledge of relevant rules and regulations of the financial markets, asset management and trust industries
  • With a wide knowledge of economics, financial markets and asset management products
  • Strong communication skills (both written and verbal) and interpersonal skills
  • Client service oriented
  • Detail oriented
  • High level of integrity
  • Multi-tasker
  • Efficient and thorough Knowledge of computer applications such as Microsoft Word, Excel, Powerpoint.

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Often
Office Address
8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, Philippines
Industry
Asset Management
Vacancy
1 opening
Website
http://www.atram.com.ph

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About ATR Asset Management (ATRAM)

The ATR Asset Management Group (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation (Formerly Maybank ATR Kim Eng Capital Partners, Inc. - Trust). In 2009, the ATRAM Group decided to expand its presence in the fast-growing domestic asset management industry by forming a dedicated business group called ATR Asset Management Group (ATRAM or ATRAM Group). This group, comprised of ATRAM MF and ATRAM - Trust, manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third party clients. Why join us? We are the leading Digitally-powered Asset and Wealth Management firm serving institutional clients and retail customers, providing innovative products and unique customer experiences delivered through technology-enabled platforms. Our goal is to secure our clients’ financial future ATRAM offers a professional, fair and progressive work environment. In addition, ATRAM strongly supports career development and work-life balance for its employees.

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