Customer Relations Associate Job Openings at First Metro Asset Management, Inc.

First Metro Asset Management, Inc. is hiring Customer Relations Associates to present FAMI Mutual Funds to prospect investors, assist in accomplishing account opening forms, see through the creation of their account number and solicitation of initial investments.

Other job duties:
  • Answer inquiries from potential and existing investors, attend to concerns of their clients as well as other company-generated accounts as may be assigned by management.
  • Attends regular channel meetings for performance review and planning, to give updates on new product promotions, schedule training or seminars, and answer queries for channel referrers
  • Conduct Investment Literacy Programs as requested by clients, prospects as well as MBTC subsidiaries.
  • Regularly visit high net-worth clients/institutions to provide investment performance review and outlook
  • Updates the distribution database on a regular basis
  • Prepares sales reports on a weekly basis
  • Provide necessary support to the assigned distribution channels to increase market coverage and sales output
  • Performs other sales related duties that may be assigned by the superior from time to time

  • College graduate from a premier university, any degree, preferably business related, mathematics intensive and/or communications-heavy.
  • Sales-related field work (preferably in financial services)
  • Agreeable social skills, proficient in oral and written English communications, above average mathematics skills, influential presentation and negotiation skills
  • Basic knowledge of Investments, Equities and Fixed Income, Above average in Mathematics, MS Office Literacy (Excel and PowerPoint are musts)
  • Confident, Out-spoken, Out-going, Self-Driven, Disciplined, with Integrity
  • Good oral and written communication skills
  • Office administration, clerical knowledge
  • Hardworking, dedicated and can get along with people very well

How to apply:

About First Metro Asset Management, Inc.
First Metro Asset Management, Inc. (FAMI) was established by First Metro Investment Corporation (FMIC) in partnership with the Catholic Educational Association of the Philippines (CEAP) and Marist Brothers Foundation to engage in the mutual fund business, promote savings mobilization and advocate investment literacy among Filipinos.