*. HSBC Philippines
Assistant Vice President/Relationship Manager
Specialization : Portfolio Management/Marketing/Business Development
Role : Marketing Executive
Industry : Banking / Financial Services
Work Description :
Assist the Branch Manager in achieving the retail banking business goals for the overall benefit to the
branch and the business;
Provides second layer leadership in the development of a branch team that’s capable of meeting the
needs of all client segments within the Branch;
Acquires customers through referrals and account solicitation from existing clients, target market list,
and relevant associations;
Maintains and deepen existing accounts, offer asset and liability products, cross-sales and field calls to
clients;
Delivers competent, problem-free and timely service;
Nurtures the growth of long-term business relationships with target clients by providing them with
substantial added value in seizing financial opportunities and managing their wealth;
Meets individual volume and profitability goals through judicious pricing of spreads and fee -based
transactions without prejudice to the bank’s policies and regulations.
Oct 2008 - Sep 2009
2. Citibank Savings
Deputy Branch Manager
Specialization : Marketing/Business Development
Role : Management
Industry : Banking / Financial Services
Work Description :
Automatically designated as the branch OIC whenever the Branch Manager is out of the office;
Provides strong support in managing the branch by ensuring that all branch operations, service and
compliance are maintained at a high level of performance standard;
Works closely with Relationship Managers and Operations department to ensure compliance with
respect to daily review of account openings, monthly/quarterly compliance and regulatory requirements
on all related activities;
Assist in the development and implementation of Branch business plan;
Plans and implements service strategies and capacity requirements to achieve service standards and
goals of the branch;
Acts as the point person for the following: compliance, customer service, branch operations
The above is on top of responsibilities as Account Officer which include relationship building, portfolio
management and cross-sell activities.
July 2006 - Oct 2008
3. Metrobank
Business Development Officer (Assistant Manager / Manager)
Specialization : Marketing/Business Development
Role : Business Development
Industry : Banking / Financial Services
Work Description :
Marketing of Trust Products to branches and to prospective clients;
Prepares presentation materials;
Following up Proposals;
Prepares status report of accounts to be submitted to the Trust Officer;
Administers and manages selected trust accounts in accordance with client’s instructions;
Conducts Client Meeting at least three times a week;
Prepares reports for Performance Account Review Committee (PARC) monthly;
Prepares reports for Asset & Liability Committee (ALCO) weekly;
Conducts seminars to branches regarding Trust Products & Services regularly;
Answers branches concerns regarding branch referred Investment Management Account (IMA), Trust
Official Fund Agreement (TOFA), UITF or any Structured Products; and
Monitors the total income & volume vis-à-vis Performance Appraisal Report (PAR).
May 2001 - June 2006
4. Chinatrust phils.
Marketing Assistant
Specialization : Sales - Telesales/Telemarketing
Role : Others
Industry : Banking / Financial Services
Assist in marketing of Trust Products to branches and to prospective clients;
Assist in preparing presentation materials;
Prepares information sheet and documentation checklist of trust accounts;
Documenting trust agreement, and its requirements;
Coordinates with actuaries and government agencies;
Custodian/safekeeping of documents;
Prepares Release & Quit-Claim;
Monitors ranking of banks/other investment houses in terms of trust resources;
Canvasses rates of fixed-income securities (t-bills, special savings, loans & commercial papers) from
banks and other financial institutions; and
Other duties that may assigned from time to time.
Educational Background
Bachelor's/College Degree of Business Studies/Administration/Management
Major : Business Administration in management and marketing
Institute/University : University of the East (U.E.), Philippines
Grade : Cum Laude
Certification
Securities and Exchange Commission's fixed income securities (2011)
Trust Officers Assoc. Of the Phils. (2004)
Languages
(Proficiency: 0=Poor - 10=Excellent)
Language Spoken Written
English 10 10
Filipino 10 10
Chinese 5 0
Arabic 3 0
Personal Particulars & Preferences
Date of Birth : 24 Jan 1978
Nationality : Philippines
Gender : Female
Status : Married
Availability : Immediately after notice period of 1 month(s)