Corporate Accounts Associate

COL Financial

  • Pasig City, Metro Manila
  • Permanent
  • Full-time
  • 2 days ago
Corporate Promotion & Engagement
  • Promote COL products and services (CSG, CEIF, CIP) to companies, institutions, and organizations.
  • Assist in corporate marketing campaigns to boost brand awareness, enhance partnerships, and engage employees.
Lead Generation & Account Management
  • Generate and pursue corporate leads through email, phone, and other channels.
  • Coordinate corporate account applications, including initial document review and internal team collaboration.
Event Planning & Facilitation
  • Plan, organize, and support financial literacy seminars and corporate events. • Prepare event materials and assist in documentation and follow-up after events.
Reporting & Data Management
  • Help prepare reports and presentations for corporate accounts and engagement activities.
  • Manage data tasks, including organizing and updating internal trackers and monitoring files.
  • Bachelor’s degree in Communications, Marketing, Finance, or a related field
  • At least 2 years of experience in Sales, Marketing, Client Services, or Corporate Relations
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Excel and PowerPoint; experience with data tools or dashboards is a plus
  • Experience in event planning, digital campaigns, or marketing communications is an advantage
  • Comfortable with research, data handling, and creating presentations
  • Basic knowledge of financial markets is preferred but not required
  • Special Leave Benefits for Women
  • Single Parent Leave
  • Medical / Health Insurance
  • Paid Sick Leave
  • Paid Bereavement/Family Leave
  • Life Insurance
  • Paid Vacation Leave
  • Maternity & Paternity Leave
Associate / Supervisor Sales and Marketing Financial Services 1 opening Bachelor's degree graduateCOL is the country's most trusted wealth-building partner, helping over 500,000 Filipinos invest in stocks and mutual funds.For over 25 years now, COL has been committed to empower Filipinos to build their wealth and achieve financial independence, by providing them the tools and guidance they need to make smarter investing decisions.

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