Trust Sales and Marketing Officer

3 weeks ago


Metro Manila Philippines Maybank Full time

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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