Account Manager (Retail)

I. Job Summary

Account Managers shall be responsible for the day-to-day requirements of the accounts assigned under their management, which include cash management, execution of contributions and withdrawals, investment of funds, and preparation of reports as requested by clients.

Responsible for the application of the approved strategies for all asset classes (e.g. Fixed Income and Equities) and is expected to be cognizant of current events at all times for him/her to know how these events might affect his/her client’s portfolios.

II. Duties and Responsibilities

• Administers the day-to-day management/administration of accounts and funds specifically assigned to the department.
• Responsible in the maintenance and growth of revenue and volume budget assigned to the Division.
• Closely coordinates with the Marketing Officer/s and Branch Personnel (e.g. BH, BMO, BOO) counterparts for the pr...