ATR Asset Management (ATRAM)
ATR Asset Management (ATRAM)

Institutional Business Development Officer  

ATR Asset Management (ATRAM)

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

Expired 9 months ago

Job closed.

Job Description

Role Summary:

The Institutional Business Development Officer facilitates new client acquisition and retention efforts by providing proactive advisor and sales support to a sophisticated institutional client base.

Main Duties and Responsibilities:

The Institutional Business Development Officer's primary responsibility is to support the Head of ATRAM Solutions on all facets of the sales and business development process.

  • Identifies new business opportunities with new and existing Institutional Clients;
  • Implement sales and marketing strategies of the ATRAM Solutions unit;
  • Develop presentations for sales pitches across ATRAM's investment platforms;
  • Manage client communication efforts to promote continuous sales dialogue and to build client relationships;
  • Assist in identifying client needs and be able to work closely with internal units to provide solutions and communicate these to the customer;
  • Build strong relationships across internal product, client service, operations and marketing areas;
  • Act as project manager for ad hoc strategic initiatives (Road Shows, Product Launches, Morning Calls, Sales Training, etc.)
  • Assists in other administrative tasks needed by the unit, as well as those which may be required by clients.

Minimum Qualifications

  • Qualified with a Bachelor’s Degree, preferably in a Business or finance-related subject, or
  • marketing, with a knowledge of economics, financial markets and asset management products
  • A minimum of 5 years experience in the fields of banking or asset management, particularly in the function of relationship management;
  • Knowledge of relevant rules and regulations of the financial markets, asset management and trust industries
  • Strong interpersonal skills
  • High level of integrity
  • Marketing Oriented
  • Quick thinking and creative
  • Detail Oriented
  • Excellent social and interpersonal skills
  • Good presentation skills; must speak and write excellent English
  • Comprehensive knowledge of Microsoft Excel, Power Point

Jobs Summary

Job Level
Mid-Senior Level / Manager
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, Metro Manila, Philippines
Asset Management
1 opening

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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? ATR Asset Management (ATRAM) is the leading independent asset manager in the Philippines with over USD2.57 billion in assets under management, providing investment management solutions to retail and institutional clients. ATRAM has received a number of awards over the years including The Asset Benchmark Research - Top Investment House (1st Place) for 2019, The Asset Benchmark Research - Top Investment House (2nd Place) for 2018, The Asset Rising Star Award for 2017, Asian Investor Fund House of the Year (Philippines) for 2014 and 2015. ATRAM pioneered global feeder funds in the local market which provide Philippine clients with easy and cost-effective means of investing globally. 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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