Trust Client Portfolio Sales Officer

1 day ago

Taguig, Philippines East West Banking Corporation Full time

Taguig, NCR, Philippines Financial Markets and Wealth Management About the job Trust Client Portfolio Sales Officer About the Job Location: Bonifacio Global City (BGC)Corporate Title: Junior Officer to Senior ManagerWork Arrangement: Onsite Our Financial Markets & Wealth Management team is looking for experienced professionals to join us in BGC, Taguig in the role of Trust Client Portfolio Sales Officer . In this role, you will be responsible for developing and managing client relationships by offering tailored trust and investment solutions. You will engage in client calls, coordinate instructions with the Trust Division, and build investment portfolios aligned with each clients goals and risk profile. You will also propose product enhancements, provide regular updates on new offerings, ensure full regulatory compliance, and conduct training sessions to enhance client understanding of trust and investment products. East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience. We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment. Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success. What the role will entail Actively engage in client calls and coordinate the execution of client instructions within the Trust Division. Utilize various trust products to construct and manage portfolios that optimize returns based on client risk tolerance. Propose enhancements to trust products and services to support client acquisition and retention. Generate and present sales and volume reports to monitor business performance. Ensure strict compliance with AMLA, KYC, and suitability policies. Conduct UITF and Feeder Fund training programs for clients and internal partners. Ensure the timely completion of

  • Trust Client Portfolio Sales Officer

    1 day ago

    Taguig, Philippines East West Banking Corporation Full time

    Taguig, NCR, Philippines Financial Markets and Wealth Management About the job Trust Client Portfolio Sales Officer About the Job Location: Bonifacio Global City (BGC)Corporate Title: Junior Officer to Senior ManagerWork Arrangement: Onsite Our Financial Markets & Wealth Management team is looking for experienced professionals to join us in BGC, Taguig in...

  • Trust Client Portfolio Sales Officer

    1 week ago

    Taguig, National Capital Region, Philippines East West Banking Corporation Full time ₱1,200,000 - ₱3,600,000 per year

    About the JobLocation: Bonifacio Global City (BGC)Corporate Title: Junior Officer to Senior ManagerWork Arrangement: OnsiteOur Financial Markets & Wealth Management team is looking for experienced professionals to join us in BGC, Taguig in the role of Trust Client Portfolio Sales Officer.In this role, you will be responsible for developing and managing...

  • Trust Business Development Officer

    4 weeks ago

    Taguig, Philippines East West Banking Corporation Full time

    Taguig, NCR, Philippines Financial Markets and Wealth Management About the job Trust Business Development Officer About the Job Location: BGC Corporate Title : Business Development Officer Work Arrangement: Onsite Our Financial Markets & Wealth Management team is looking for experienced professionals to join us in BGC , Taguig with the role of Business...

  • Trust Investments Officer

    2 weeks ago

    Taguig, Philippines East West Banking Corporation Full time

    Overview Taguig, NCR, Philippines Financial Markets and Wealth Management Location: Bonifacio Global City (BGC)  Corporate Title: Manager to Senior Manager  Work Arrangement: Onsite Our Financial Markets and Wealth Management Group is looking for experienced professionals to join us in BGC in the role of Trust Investments Officer . As a Trust...

  • Trust Investments Officer

    4 weeks ago

    Taguig, Philippines EastWest Bank Full time

    Taguig, NCR, Philippines Financial Markets and Wealth Management Location: Bonifacio Global City (BGC)Corporate Title : Manager to Senior ManagerWork Arrangement: Onsite Our Financial Markets and Wealth Management Group is looking for experienced professionals to join us in BGC in the role of Trust Investments Officer . As a Trust Investments Officer ,...

  • Portfolio Management Officer

    3 hours ago

    Taguig, National Capital Region, Philippines Metropolitan Bank & Trust Company Full time ₱900,000 - ₱1,200,000 per year

    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...

  • Trust Investment Officer

    4 weeks ago

    Taguig, Philippines Maybank Full time

    Overview Maybank Taguig, National Capital Region, Philippines Trust Investment Officer at Maybank Taguig, National Capital Region, Philippines. The Trust Investment Officer is responsible for the investment and trading activities of the Trust Credit and Investment Unit, ensuring compliance with bank policies and government regulations. Additionally, the...

  • Trust Investment Officer

    2 weeks ago

    Taguig, National Capital Region, Philippines Maybank Full time ₱900,000 - ₱1,200,000 per year

    Your RoleTheTrust Investment Officeris responsible for the investment and trading activities of the Trust Credit and Investment Unit, ensuring compliance with bank policies and government regulations. Additionally, the incumbent ensures the effective management of the Trust Credit and Investment Unit, contributing to the overall growth and stability of the...

  • Trust Accounting Officer

    4 weeks ago

    Taguig, Philippines EastWest Bank Full time

    Taguig, Metro Manila, Philippines Financial Markets and Wealth Management Location: BGC, TaguigCorporate Title : JO - SAMWork Arrangement: Onsite Our Trust Operations team is looking for experienced professionals to join us in Taguig with the role of Trust Accounting Officer . As a Trust Accounting Officer, your role includes ensuring accurate and...

  • Trust Accounting Officer

    4 weeks ago

    Taguig, Philippines Eastwestbanker Full time

    Taguig, Metro Manila, Philippines Financial Markets and Wealth Management Location: BGC, TaguigCorporate Title : JO - SAMWork Arrangement: Onsite Our Trust Operations team is looking for experienced professionals to join us in Taguig with the role of Trust Accounting Officer . As a Trust Accounting Officer, your role includes ensuring accurate and...