Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
UnionBank of the PhilippinesAccount Management and Governance -VP
Oct. 2018 - Aug. 2022Manila, National Capital Region, Philippines• Led the account management team with a $2bio portfolio that cultivates ties with current customers. To determine the demands, we collaborate closely with customers. We also create plans to expand their clientele and make sure the staff is delivering high-quality, reasonably priced services.
• Provides analytical support in developing investment policies and guidelines, and asset allocation simulation to determine optimal portfolio diversification.
• Oversees post-investment and accounts review for all managed accounts and performs rebalancing of managed account; and execute client instructions.
Maybank Philippines Inc.Asset and Liability Management- AVP
Jul. 2014 - Oct. 2018Metro Manila, National Capital Region, Philippines• Efficiently Managed the Bank’s liabilities, funding, gapping requirement and daily liquidity position by planning short- and long-term cash flows and assessing financial performance, ensuring compliance with the central bank
• Generated additional income of $5mio through trading fixed-income securities such as but not limited to Government bonds, Republic of the Philippines, Corporate Bonds, US Treasuries, and Sovereign bonds.
Maybank Philippines Inc.Investment Manager, Trust Banking Division
Nov. 2012 - Jul. 2014Manila, National Capital Region, Philippines• Managed investments portfolios worth $300mio, created financial reports and presented to high-valued clients.
• Chaired the investment committee meetings and presented strategies to the Trust committee resulting in a 30% increase in AUM.
JPMorgan Chase & Co.Business Process Manager
Feb. 2012 - Oct. 2012Metro Manila, National Capital Region, PhilippinesJPMorgan Chase & Co. Process Manager for Securities Pricing • Migrated the pricing securities pricing team from Sydney, Australia to the Philippines. Documentation from training to go-live of the work stream, that provided operational support to the fund administration in Sydney.
• Managed a team that ensured the key pricing services necessary to complete NAV calculations were carried out efficiently, within specific timeframes and in a controlled environment to minimize risk
Bank of Commerce (Philippines)Liquidity and Balance Sheet Management
Jan. 2008 - Feb. 2012Metro Manila, National Capital Region, Philippines
Bank of Commerce (Philippines)Treasury Division - Marketing Account Manager
Dec. 2006 - Jan. 2008Metro Manila, National Capital Region, Philippines
Bank of the Philippine IslandsTrust Marketing Officer
Jun. 2005 - Dec. 2006Metro Manila, National Capital Region, Philippines
Citibank N.A. Assistant Team Leader
Nov. 2002 - Jun. 2005Metro Manila, National Capital Region, Philippines
Intch is a Professional Networking App for the Future of WorkSee more people like Jesus on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
200321 people
18
Service Delivery Manager @ Accenture
16
HR & Finance Director @ Business Technique Solutions Inc.
19
HR Specialist @ Philip Morris International
24571 people
36
Executive and Transformational Coach, Financial Advisor, Wealth and Estate Planner, Certified Investment Solicitor @ Sun Life
17
CEO @ EN-Impedanz GmbH
17
Customer Associate, Writer/Copywriter