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Account Officer
2 weeks ago
At BDO Trust and Investments Group (BDO TIG), we understand that investors may have diverse investment objectives, risk-reward profiles and time horizons. That is why we have designed an array of products and services that would suit one's specific needs. Clients can opt to have an investment portfolio customized for your particular needs and be able to choose specific securities to invest in. Clients can also choose to invest from any of our Unit Investment Trust Funds (UITFs).
We have UITFs for investors with moderate, balanced or aggressive risk appetite/s.
With our expertise in managing investment funds, we have been able to provide solutions to address the different investment needs of our diverse clients, across different economic scenarios and investment mood cycles, and across different asset classes.
The Account Officer role will be responsible for the account /portfolio management and administration of accounts of clients. He/she will also be responsible in client servicing and profitability of the simple and moderate accounts assigned to him/ her. Lastly, whenever necessary, assists in marketing and business development activities for delivery of volume, cross sell necessary products/services of the bank and affiliates.
Rank range for the role: Assistant Manager to Assistant Vice President.
Other responsibilities:
- prior consultation with the head, attend to all requirements that may need legal counsel's advice/ opinion specially as they relate to fiduciary responsibilities of the Bank (agreements / contracts entered with client accounts assigned to him/ her) and legal and/or regulatory matters that impact any client account specifically assigned for management / distribution.
- and ensures compliance to internal/ external audit policies / audit findings on accounts managed.
- team head on preparation of necessary internal memoranda for the Board of Directors, Trust Committee and Bank proper relative to approvals, notation and information
Qualifications:
- Bachelor's degree graduate preferable Business course related with at least two (2) years' experience in account management handling trust products in banking or a financial institution.
- Ability to present to a committee and engage/ deal with clients
- Sufficient Knowledge of the financial market (fixed income and equities)
The candidate must be willing to work on site and be assigned in Makati or Ortigas.
Seniority level- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance, Administrative, Business Development
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