Job Description
Overview
Company: UnionBank Financial Services and Insurance Brokerage Inc.
Position: Investment Sales Senior Officer
Office Location: UB Square, Quezon, Metro Manila, Philippines
Employment Type: Probationary
Job Summary
The Investment Sales Senior Officer partners closely with Relationship Managers and Personal Bankers to drive investment sales by identifying opportunities, assessing client needs, and recommending suitable investment solutions. The role serves as a product and market specialist, providing investment insights, sales support, and client-facing expertise to help deepen customer relationships and achieve business goals. Responsibilities include conducting sales calls, delivering market updates, coaching frontline sales teams, resolving client concerns, and ensuring compliance with regulatory and internal requirements. The role also promotes continuous improvement in customer service and i...
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