Manila, 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 ...
Metro 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...
Manila, 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.