Account Servicing Manager

2 weeks ago


Manila, National Capital Region, Philippines Metrobank Full time

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To execute day-to-day transactional requirements of customers of the Account Management Division in a timely and compliant manner, to enable AUM and profitability growth and deepen customer relationships.

  • Provides transactional support to Account Managers of Trust to enable timely and compliant execution of client instructions, which may includes the following: Contributions ,Withdrawals and Investment orders of non-discretionary accounts
  • Ensures that fixed income maturities, interests and dividend income are monitored and deployed in a timely manner
  • Ensures that clients' investment instructions are serviced in a timely and organized manner, including time deposits, primary issuances, and secondary market orders
  • Internal coordination of client orders/instructions with various providers within TBG and bank proper, as applicable.
  • Ensures that all transactions are compliant with internal and external regulations. Reviews appropriateness of the transactions and submitted documentary requirements relevant to transactions and flags non-compliant orders to the handling Account Manager.
  • Performs other related functions that may be assigned from time to time.

Qualifications:

  • Knowledgeable in Trust regulations, internal policies and procedures
  • Understands investment and portfolio management
  • Good interpersonal and communication skills (both in oral and written form)
  • Ability to work effectively with cross-functional teams
  • Well-organized, detail-oriented
  • Able to multi-task and organize tasks by priority
  • SEC Fixed Income Salesman (Phase 1 and 2)
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