Jerome Lim Email and Phone Number
9 years of experience in the banking and financial industry with a focus on handling distribution partnerships and corporate accounts. Skilled in sales, business development, end-to-end process creation/maintenance with experience in IT project management (business-side). Has had experience pioneering a start-up business unit tasked with distributing a corporate financial product.
East West Banking Corporation
View- Website:
- eastwestbanker.com
- Employees:
- 2072
-
Investment Banking OfficerEast West Banking Corporation Sep 2023 - Present -
Bank Channel SpecialistSun Life Jan 2021 - Sep 2023• Sales and business development activities for the bank distribution channel and institutional clients • Expands the scope of current partnerships and acquires new distribution partners• Collaborates with the different stakeholders (Operations, Products, Legal and Compliance, Investments Team, Finance) to ensure that the partnerships are supported end-to-end from acquisition, product offerings, compliance, periodic audit, and day-to-day operations.• Resource speaker on technical information (product-specific or market-related) for clients and distribution partners during SLAMCI events -
Strategic Accounts PartnerSun Life Feb 2017 - Jan 2021Philippines• Focused on corporate account acquisition (direct to market, and advisor referred) and farming – Mutual Funds, Group Life and Credit Life Insurance• Key accounts in the BPO industry, including large companies with 40,000 headcount • Handled strategic partnerships, coordinating with various company stakeholders to create business distribution models (actuarial, operations, marketing, alternative distribution, legal and compliance, risk, etc.)• Developed and implemented multi-user online client portal that will boost new business and enhance the experience of existing clients • Marketing – forecasted income and budget for incentives and promotions for distributors and clients; sponsorships to generate new business• Participated in Management Committee meetings and Strategic Planning activities -
Relationship ManagerMaybank May 2016 - Feb 2017Philippines• Focused on client acquisition for corporate loans, managing the North Metro Manila region with a total of seven MPI branches• Tasked with growing the SME loan portfolio and cross-selling the entire suite of MPI retail loan products and Cash Management Services -
Relationship ManagerStandard Chartered Bank Jul 2014 - May 2016Philippines• Focused on developing deeper client-bank relationships with existing customers to increase take-up of bank products and services to increase bank revenue• Interfaced with Group Investments team, local Fund Managers and in-house investment advisers to strategize client portfolio management• SEC-certified in Fixed Income, Local Mutual Funds and Equities• Graduated from the SCB Fast Track (Management Trainee) Program in 2015
Jerome Lim Education Details
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Management-Economics
Frequently Asked Questions about Jerome Lim
What company does Jerome Lim work for?
Jerome Lim works for East West Banking Corporation
What is Jerome Lim's role at the current company?
Jerome Lim's current role is Investment Banking Officer at East West Banking Corporation.
What schools did Jerome Lim attend?
Jerome Lim attended Ateneo De Manila University.
Who are Jerome Lim's colleagues?
Jerome Lim's colleagues are Raphael Ellana, Larry Marco, Roland Dizon, John Michael Ermo, April Joy Bausa, James Lopez, Francis Nicko Domingo.
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Jerome Lim
Quality Management Representative & Company Security Officer @ Phil National Lines Inc.Makati -
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Jerome Lim
Metro Manila -
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