Head - Educational and Religious Institutions Department
First Metro Asset Management Inc.
- undefined, 18 Floor PSBank Center, Paseo de Roxas Ave. Cor. Sedeño St. Salcedo Village, Makati, Metro Manila, Philippines
- Full timeFULL_TIME
Expired 7 years ago
2017-05-24T16:00:00+00:00Job closed.
Job Description
- Helps develop distribution channels to increase market coverage and sales from the following markets: (i) CEAP and Marist groups, (ii) PERAA and other educational institutions, (iii) Religious organizations/dioceses, (iv) other institutions.
- Conduct financial literacy seminars/presentations to target markets.
- Attends channel meetings to give updates on new product promotions, discuss strategies and determine training needs, schedule trainings/seminars and answer queries of GAs and referrors.
- Meets with clients to discuss investment options, help them accomplish investment application forms and attend to problems they encounter with their investments (major accounts only)
- Answers inquiries from existing and potential investors. Presents FAMI Mutual funds to potential investors.
- Ensures that all transactions are compliant with documentary and AMLA requirements.
- Supervises the E&R Institutions Relations Department staff.
- Performs other duties that may be assigned by his superior.
Minimum Qualifications
- At least graduate of any Business course preferably in Banking and Finance; Master's Degree/units preferred but not required.
- At least 5 years of relevant work experience in financial insitutions, sales and marketing.
- Knowledge in mutual funds and other financial products/ services, operations in financial institutions.
- Planning and organizing skills, interpersonal skills, project management skills, oral and written communication skills, presentation skills
- Hard-working, outgoing and dedicated
Jobs Summary
- Job Level
- Mid-Senior Level / Manager
- Job Category
- Sales and Marketing
- Educational Requirement
- Master's degree graduate
- Recruiter response to application
- Once in a while
- Office Address
- 18 Floor PSBank Center, Paseo de Roxas Ave. Cor. Sedeño St. Salcedo Village, Makati, Metro Manila, Philippines
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About First Metro Asset Management Inc.
First Metro Asset Management , Inc. (FAMI) was established by First Metro Investment Corporation (FMIC) in partnership with the Catholic Educational Association of the Philippines (CEAP) and Marist Brothers Foundation to engage in the mutual fund business, promote savings mobilization and advocate investment literacy among Filipinos.
FAMI is an investment company adviser licensed by the Philippine Securities and Exchange Commission to manage and distribute mutual funds. As of December 2013, FAMI is the investment manager, administrator, and principal distributor of the following mutual funds
Save & Learn Equity Fund (SALEF)
Save & Learn Fixed Income Fund (SALFIF)
Save & Learn Balanced Fund (SALBF)
Save & Learn Money Market Fund (SALMF)
First Metro Philippine Equity Exchange Traded Fund, Inc. (FMETF)
One Wealthy Nation (OWN) Fund, Inc.
First Metro Global Opportunity Fund, Inc.
Assets under management totaled PhP PHP14Bln as of December 31, 2013. The funds have been consistently superior performers among competing products since its inception.