PORTFOLIO OFFICER

The Portfolio Officer is responsible for representing and advocating for BPI's OF Segment customers, ensuring that all touchpoints—including product development, pricing, branding, channels, and customer experience—continuously evolve to meet their changing needs. Supports the OF Customer Portfolio Management Head in driving segment strategy for the assigned sub-portfolio by conducting in-depth analysis to develop targeted strategies for deepening client engagement across all products and channels. Leads the execution of these strategies, serving as the key integrator to align efforts across multiple products and distribution channels.

Responsibilities:

• Reviews / Liaises with the OF Customer Portfolio Management Head on the research and analysis of relevant information about the assigned sub-portfolio under OF Segment, internal factors that affect their behavior as well as the competitive environment affecting these
• Ensures understanding of the developments in the industry, consumer banking trends, based on observations, bank/market/industry research studies to identify opportunities and/or threats that will contribute to increasing the Bank’s market share in terms of the OF Segment's client count, total funds/loans relationship and profitability
• Ensures ownership and accountability for each subsegment under OF Segment's client perspective in terms of needs, aspirations and experience to proactively and effectively initiate and/or sustain efforts aligned across all relevant functional groups and systems and consistent with the OF Segment's mission/vision and strategy
• Collaborates with SPCs to ensure builds relative to customer need, and competitive context, as well as for execution of strategies mentioned above
• Collaborates with Retail Marketing Services to ensure brand execution (advertising, placements, content) reflects above strategies and targets
• Collaborates with BCMS to ensure that programs are cascaded and executed in the divisions, taking into consideration the peculiarities of the areas/divisions
• Collaborates with product groups on the development and delivery of solutions relevant to the customer needs in the most cost- effective and convenient touch point

Qualifications:

• Bachelor’s degree graduate in Business Management/ Economics/ Marketing or related courses
• At least 2-3 years in Work Experience in Background in retail banking or any industry dealing with known customers. Should have a background in external public relations, both in government and private engagements. Should have marketing background in above the line and below the line activations, with project management skills
• Public relations and has exposure to Analytics, Market Research, and Customer Relationship Management (CRM)