Trust Account Servicing Officer

2 weeks ago

Cebu City, Philippines Maybank Full time

Overview

Trust Account Servicing Officer (Cebu/Davao) – Maybank Cebu, Central Visayas, Philippines

Your Impact
  • Handles the administration and management of existing accounts
  • Handles the proper administration of accounts as well as compliance to internal and external regulations
  • Responds to all issues related to audit (internal and external) and compliance team
  • Monitors and ensures compliance of accounts and execution of transactions in accordance to regulatory requirements, Trust policies and procedures, agreement, client instructions and relevant MPI policies
  • Reviews, implements, monitors quality service activities for the purpose of deepening client relationship
  • Day-to-day engagement with clients in regard to their investment maturities and desired dispositions
Your Profile
  • At least college graduate with a course in banking, finance, economics, marketing or accountancy
  • At least three (3) years of professional experience in relevant field such as banking, finance, economics, law and risk management; OR
  • Completion of at least ninety (90) training hours on trust, other fiduciary business, or investment management activities acceptable to the BSP; OR
  • Completion of a relevant global or local professional certification program
  • At least one (1) year actual experience in Trust, Other Fiduciary Business, or Investment Management Activities
  • Preferred but not required: Trust 1-year course (TIFP), UITF Certified Salesman, SEC Certified Securities Salesman
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Administrative
  • Industries: Banking
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