
Trust Sales and Marketing Officer
2 days ago
Your role
The Trust Solutions Officer is responsible for achieving AUM (volume) and revenue targets for the assigned area. Implementation of daily Strategic & Tactical Sales and Marketing activities. Monitors submission of original Trust documents (new account opening).
Your Impact
- Identifies and acquires new business through client calls, proposals, product briefings, road shows, financial wellness presentations and other marketing projects
- Develops and implements cross-selling initiatives in consideration of customer needs and market opportunities
- Responds to general queries related to products & services
- Visits branches and wealth centers on a regular basis for product briefings
- Follows through on referrals from branches, wealth, existing clients and other units
- Handles documentation of new customer requirements and coordinates with Account Servicing Team for onboarding of the account
- Monitors document deficiencies of new accounts. Makes sure that submission of original Trust documents and other aging documents are on track
Your Profile
- College graduate with a course in banking, finance, economics, marketing or accountancy
- At least one (1) year actual experience in Trust, Other Fiduciary Business, or Investment Management Activities; 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
- Preferred BUT not required: SEC-Fixed Income Market Salesman
- Preferred BUT not required: 1-year course on Trust Operations and Investment Management (Trust Institute Foundation of the Philippines)
- Certified UITF Salesperson (TOAP)
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