Customer Portfolio Management Head

Posted 1 year ago by Bank of the Philippine Islands

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The Customer Portfolio Management Head is accountable for (and the voice of) the BPI Preferred Segment specific sub-portfolio customer – ensure that all touchpoints – product development / pricing, branding, channels, customer experience – continue to adapt around evolving customer needs.

Support Preferred Segment Head to drive BPI Preferred client segment strategy specific to the sub- portfolio assigned – initiating analysis to drive appropriate strategies for deepening client portfolio across all products and channels. Execute on these strategies as the funnel to the customer, integrating efforts across all products and channels.


Client Strategy: Management of Assigned Sub- Portfolio of Existing Preferred Segment Client Profitability – and any strategies and campaign execution to support, usage / deepening:

*Support the Preferred Head on the research and analysis of relevant information about the assigned sub-portfolio under Preferred 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 Preferred Segment’s client count, total funds/loans relationship and profitability.

*Ensures ownership and accountability for each subsegment under Preferred 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 Preferred Segment’s mission/vision and strategy.

Client Strategy Execution:

*Collaborate with SPCs to ensure builds relative to customer need, and competitive context, as well as for execution of strategies mentioned above

*Collaborate with Retail Marketing Services to ensure brand execution (advertising, placements, content) reflects above strategies and targets

*Collaborate with BCMS to ensure that programs are cascaded and executed in the divisions, taking into consideration the peculiarities of the areas/divisions

Collaborate with product groups on the development and delivery of solutions relevant to the customer needs in the most cost- effective and convenient touch points


College or MBA graduate (preferably: Business Management/ Economics/ Marketing)
Work Experience of a least 3-5 years in retail banking or any industry dealing with known customers, including the management of thereof. Ideally from industries such as financial products/services, retail, or fast-moving consumer goods, preferably in the areas of traditional/digital marketing, sales, branch banking or business development
Exposure to Analytics, Market Research, Customer Relationship Management (CRM) and loyalty
Self-starter, creative and analytical
Highly interested in people and customer behavior
Strong inter and intra personal skills
Good negotiation skills
A team player
Deals well w/ ambiguity and complex processes; can work in an ambiguous environment
Flexible but has ‘own belief’ (swayed by facts and not by ‘feeling’)
Can distil and prioritize
Articulate; able to deal with all levels of the organization
Open to new learning and doing things differently
Easily adapts to the environment but also adds value
Positive outlook, focuses on solution
Strong communication skills, articulate and flexible
Results oriented

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How to apply? Application procedure as follows:

#1 Prepare and ready your resume/CV. You can try online resume builder from the internet.

#2 Visit the career site or web page of the company and look for the available jobs posted.

#3 Submit resume and apply online via the HR department / company’s email for application purposes.

#4 Wait for the company’s response and follow up as necessary.

#5 Visit Philippine Careers website every day for more job postings from other companies.