Corporate Accounts Associate
COL Financial Group, Inc.
Date: 1 day ago
City: Pasig City
Contract type: Full time
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.
- Generate and pursue corporate leads through email, phone, and other channels.
- Coordinate corporate account applications, including initial document review and internal team collaboration.
- Plan, organize, and support financial literacy seminars and corporate events.
- Prepare event materials and assist in documentation and follow-up after events.
- 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
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