I am a recent graduate of the University of San Carlos, where I earned a Bachelor of Science in Business Administration with a major in Financial Management. I had my On-the-job Training at the Philippine National Bank - Mabolo Branch, where I gained practical experience in banking operations and customer service.
Experience: Less than 6 months
Analyzed and balanced investment portfolios prior to client reporting to maintain accuracy and alignment with financial goals.
Experience: Less than 6 months
Daily task at the bank
Experience: Less than 6 months
Assisted bank clients with opening forms and other inquiries.
Experience: Less than 6 months
I assisted my supervisor in dealing with Wealth Management Clients. wherein we get their information and have them sign documents to send to another department, so they can begin trading and investing
Experience: Less than 6 months
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