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Work Background
UnionBank of the PhilippinesHead of Wealth Deposits, Vice President
Aug. 2022PhilippinesI managed the Deposits for the Wealth business, leading the strategy for funding the bank’s credit cards and loans business. I lead the team on the strategic use of interest rates to aid in anti attrition efforts and to help boost acquisitions during the transition period. This contributed to the bank’s wealth management portfolio strategy, where balances were funneled to higher value investment and insurance products. Focused on developing our bank's global and digital value proposition to further establish the bank's position in the Philippine market. I am a key member in the working team for the integration with Unionbank. I lead multiple cross function workstreams to ensure that products are replicated and the lacking digital features are developed with the aim of preserving the customer experience and the value proposition.
CitiHead of Deposits, Vice President
Nov. 2021 - Jul. 2022PhilippinesI managed the Deposits and FX businesses for the Retail Bank, leading the strategy for funding the bank’s credit cards and loans business. I led the team on the strategic use of interest rates to aid in anti attrition efforts and to help boost acquisitions during the transition period. This contributed to the bank’s wealth management portfolio strategy, where balances were funneled to higher value investment and insurance products.
CitiDigital Customer Journey Project Manager, Assistant Vice President
Sep. 2020 - Nov. 2021PhilippinesI managed the development and execution of the digital onboarding customer journey for the country’s digital segment, ensuring a frictionless experience for clients.
CitiDigital Value Proposition Lead, Assistant Vice President
Jan. 2020 - Mar. 2021PhilippinesI led the execution for the product development for the country’s pioneering digital value proposition. Ensured that the product proposition was competitive while managing the financials, aligning with local and regional stakeholders (Legal and Compliance, AML, Risk). I worked closely with technology development teams to communicate the product and controls designs, ensuring that the design is properly executed from grooming discussions all the way to testing and implementation.
CitiAsia Regional Retail Strategy Business Manager, Assistant Vice President
Oct. 2018 - Dec. 2019SingaporeI helped oversee and monitor strategic initiatives as well as financials and other growth metrics across the region with the Regional Retail Bank Head. This involved collaborating with the regional product managers and their local counterparts in 17 markets across Asia and EMEA.
CitiWealth Management Investment Specialist, Manager - Assistant Vice President
May. 2015 - Oct. 2018PhilippinesI managed a team of relationship managers, providing insight and strategy for their clients’ portfolios, with the aim of improving portfolio quality and helping achieve revenue and growth targets.
First Metro Investment CorporationTreasury Marketing Officer. Senior Assistant Manager
Aug. 2009 - May. 2015PhilippinesI brokered Philippine fixed income securities and distributed underwritten investment products. I managed a portfolio of clients across (retail at first, then handling trust banks, corporate banks, fund managers and offshore banks), providing timely and relevant market analyses. Our team gathered and analyzed market feedback that contributed in the structuring of marketable fixed income securities.
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