Trust Sales Officer

2 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 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.
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