Trust Sales Officer

3 days ago

Cebu City, Philippines RCBC Full time

Overview Job Summary: Generates additional Trust business volume and income for the Bank. Responsibilities Generates additional trust income by soliciting and opening new trust accounts and promotes the cross-selling of trust products in branches and other cross-selling partners. Keeps abreast with updates on the Bank and BSP policies as stipulated in the Anti-Money Laundering and Terrorist Financing Prevention Program (MLPP) through circulars, required seminars/programs and adheres to said policies. Conducts proper Know-Your-Client (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD) depending on client\'s risk profile, for new accounts opened. Prepares short and long term marketing plans, which set the thrust or emphasis of the team\'s selling and marketing activities. Conceptualizes, develops and launches new trust products and services in coordination with the Product Development Officer and performs product support and monitoring activities to ensure continued growth in volume. Qualifications Three (3) years industry experience in any financial institution in a Marketing Officer capacity. Working knowledge of the various Trust products and services and the different regulations governing the Trust business. Familiarity and exposure to Portfolio Management and Financial Markets. #J-18808-Ljbffr

  • Trust Sales Officer

    4 weeks ago

    Cebu City, Philippines RCBC Full time

    Overview Job Summary: Generates additional Trust business volume and income for the Bank. Responsibilities Generates additional trust income by soliciting and opening new trust accounts and promotes the cross-selling of trust products in branches and other cross-selling partners. Keeps abreast with updates on bank and BSP policies as stipulated in the...

  • Trust Sales Officer

    4 weeks ago

    Cebu City, Philippines RCBC Full time

    Overview Job Summary: Generates additional Trust business volume and income for the

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    Be #InGoodHands with MetrobankHere at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future...