The Business Development Officer directly contributes to the growth of the Institutional Business Division through the acquisition of new institutional accounts and other business development responsibilities.
Core Responsibilities:
- Conducts product presentations to institutional clients on Trust and Investment Management solutions of BPI Wealth
- Creates bespoke investment solutions to institutional clients based on their business requirements, taking into account their investment objectives and risk appetites
- Adequately explains the nuances of the investment landscape to a wide range of investor types
- Prepares and accomplishes trust and investment proposals, whether through formal bidding processes or self-initiated
- Develops and maintains a healthy pipeline of new clients to onboard with BPI Wealth
- Maintains good relationships with Bank counterparts to ensure steady flow of referrals.
- Conducts product briefings on Trust and other investment management solutions
- Conducts Financial Wellness Sessions to both promote financial literacy, as well as encourage additional contributions to BPI Wealth solutions
- Runs marketing campaigns for leads generation
- Ensures seamless account opening and trade transactions
Qualifications:
- Bachelor's degree in Business, Finance, Economics, or related field
- Master's degree in Business or Finance (preferred)
- Minimum of 3 years in Sales, Relationship Management, Marketing, or Client Servicing
- Exposure to institutional clients and investment management solutions is an advantage
- Strong understanding of Trust products and investment management solutions
- Comprehensive knowledge of Trust rules and regulations
- Basic knowledge of economics and financial markets
- Credit knowledge and skills for evaluating institutional clients
- Ability to create bespoke investment solutions tailored to client objectives and risk appetites
- Presentation and negotiation skills, with confidence in engaging top-level decision makers
- Excellent communication skills, able to explain complex investment concepts to varied audiences
- Strong relationship-building skills with internal and external stakeholders
- Client-centric mindset with ability to maintain long-term partnerships
- Proactive in lead generation, marketing campaigns, and financial wellness initiatives
- Strategic thinker with adaptability to changing investment landscapes
- Team leadership potential, with ability to supervise Portfolio Associates
