Channel Management Officer

Posted 2 Days Ago
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Makati City, Metro Manila, National Capital Region, PHL
Hybrid
Entry level
Financial Services
The Role
Oversee and maximize the performance of institutional trust agents by driving sales and revenue growth, strengthening partner relationships, executing channel initiatives, and ensuring compliance with company policies, service standards, and regulatory expectations. The role also provides sales strategies, product insights, capability-building support, and investment knowledge to improve partner productivity and client outcomes.
Summary Generated by Built In

Role Summary:

The Channel Management Officer is responsible for overseeing and maximizing the performance of all accredited Institutional Trust Agents of ATRAM Trust. The role ensures sustained business growth by driving sales performance, strengthening partner relationships, and ensuring full compliance with ATRAM’s policies, service standards, and regulatory expectations. This position also develops capability‑building initiatives, executes channel‑focused projects, and enhances partner engagement to secure operational excellence and deliver superior client outcomes across the distribution network.

What Business Outcomes the Role is Responsible for: 

  • Sales & Revenue Growth: Drives consistent AUM and revenue expansion by equipping Institutional Trust Agents with targeted sales strategies, timely product insights, and performance‑enabling support.
  • Relationship Management: Enhances channel productivity by building high‑trust, collaborative relationships with partner institutions, ensuring continuous engagement and alignment to business goals.
  • Project & Initiative Execution: Delivers business impact by leading channel‑related projects and initiatives that elevate partner capabilities, streamline processes, and strengthen overall channel effectiveness.

What We’re Looking For in a Successful Candidate: 

  • Sales Capability: Applies strong sales acumen to empower partners, identify growth opportunities, and convert them into measurable business results.
  • Relationship Management Expertise: Builds productive, long‑term relationships with Institutional Trust Agents to drive channel engagement, operational alignment, and sustained performance.
  • Macro & Investment Knowledge: Leverages understanding of macroeconomic trends and investment products to guide partners effectively, support client discussions, and strengthen decision‑making across the channel.

Skills Required

  • Strong sales capability and the ability to identify growth opportunities and convert them into measurable results
  • Expertise in relationship management with institutional trust agents and partner institutions
  • Knowledge of macroeconomic trends and investment products
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The Company
182 Employees
Year Founded: 1995

What We Do

ATRAM is a Philippine asset and wealth manager focused on fund management. Through ATR Asset Management, Inc. and ATRAM Trust Corporation, it manages mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third-party clients. Its tailored investment solutions span equity, fixed-income, and multi-asset strategies, supported by global market access and local investment expertise. Its digital ATRAM Prime platform also makes managed investments accessible to retail investors.

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