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Network Power<100 people
Roles
💰100%
Investor & VC
💸100%
Marketing
✔️100%
IT
Geos
🇺🇸100%
United States
Work Background
FPG InsuranceVice President, Head of Marketing and Strategic Innovation
Nov. 2023 - Aug. 2025National Capital Region, Philippines
AXADirector, Emerging Customers - Philippines
Sep. 2019 - Aug. 2023Philippines
AXABrand, Marketing campaigns and Strategic Initiatives
Aug. 2018 - Sep. 2019Singapore
AIAHead, Products and Marketing Philam Asset Management
May. 2014 - Jul. 2018Manila, PhilippinesLeads a team of four (4) in Product Development, Brand and Digital Marketing, Customer Centricity and Regulatory dealings. Oversees all integrated marketing strategies for PAMI including branding, communications, events, promotions, ease of doing business, customer centricity and product development of new and existing mutual funds. Oversees regulatory dealings with the SEC, and champions regulatory reform through high involvement with the Philippine investment Funds Association (PIFA). Implements strategic marketing efforts and processes to ensure sales force productivity. Experience Highlights: • Successfully launched the PAMI Equity Index Fund – a Mutual Fund Company, which also serves as the underlying investment to the Philam Life (Single pay Insurance products), a first to market initiative. To date, the fastest growing fund in the line of product offerings of PAMI
• Institutionalized all product and regulatory processes, including a standard framework for product development and approvals for both PAMI as well as Citi-Bplac investment funds. • Successfully revamped the PAMI website, the only asset management website in the AIA group worldwide, which serves as the foundation site of the asset management/investment group.
• Launched client promos, sales tactical initiatives which have increased market penetration by as much as 15% • In charge of developing investment products for the Citibank-AIA regional tie up, and successfully forged partnerships with global asset management companies such as Fidelity and JP Morgan, launching the Fidelity International and the JP Morgan Global Income Fund as an underlying funds to Bplac VUL products. • Serves as a member of the Philippine Investment Funds Association (PIFA) core group to assist the Securities and Exchange Commission (SEC) in the reform of the Investment Company Act (ICA), Collective Investment Scheme (CIS) and the Philippines’ participation in the Asean Passport
ANZMarketing Manager, Institutional Singapore
Dec. 2011 - Feb. 2014Singapore• Supports Singapore Institutional Business (Corporate and Investment Bank, Financial Institutions Group, Product Groups) by developing marketing strategies to enhance acquisitions and relationship deepening
• Manages strategic alliances and relationships with various business partners (chambers of commerce, and associations)
• Organizes bank-wide events and campaigns promoting the Singapore Institutional Business • Involved in bank wide corporate responsibility initiatives
• Develops initiatives to promote cross segment client engagement and sales
ANZSenior Marketing Associate Global Markets, Asia-Pacific, Europe and America
Mar. 2009 - Dec. 2011Singapore• Supports Global Markets Asia through developing marketing initiatives across 14 Asian Countries
• Develops client pitch books, client presentations, and regional marketing collaterals for key stakeholders
• Organizes regional marketing events, advertising campaigns for Global Markets • Develops marketing guides, credential collaterals for the Global Markets business across Asia-Pacific region as well as Australia, New Zealand, Europe and America
CitiRelationship Manager, International Personal Bank
May. 2007 - Dec. 2008Singapore• Manages an offshore portfolio of approximately $41 million with a client base of 325
• Drives business profitability and growth
• Provide advisory and customer service for banking and investment products to a global clientele
• Determine clients’ need and other appropriate investment solutions to meet their risks-and-returns expectation
• CMFAS certified in Rules and Regulations for Dealing in Securities (M1b) and Rules and Regulations for Financial Advisory Services (M5)
CitiPersonal Banker
Mar. 2004 - Apr. 2007Manila, Philippines• Managed a Philippine portfolio of approximately $16 million with a client base of 829
• Responsible for account acquisition, relationship deepening and revenue generation • Provide advisory and customer service for banking and investment products to a local clientele
• Branch Officer in Charge
• Spearheaded sales and marketing investment packages for corporate multinational expatriates for Citi consumer and corporate bank. (ongoing) • Achieved a performance ranking of 126% for the year 2006
• Regionally sales certified in Foreign Exchange ,Bonds, Unit Investment Trust Funds, Structured Products and Options and Premium Deposits.
Bank of the Philippine Islands (BPI)Phone Banking Specialist
Nov. 2002 - Feb. 2004Manila, Philippines• Extensively trained in deposit accounts, credit cards, and loan products
• Responsible for customer service for incoming phone queries in all operational sectors of the bank including deposit accounts, credit cards, loans and online banking. • Valedictorian- *Phone Banking Specialist Certification Program
*extensive 6 month training program in bank regulations, operations and customer service
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