Trust Business Development Officer
1 week ago
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 Development Officer . The role actively engages in client calls, coordinates instructions with the Trust Division, and utilizes various trust products to optimize client portfolios based on risk tolerance. Additionally, the position involves proposing product and service improvements, updating clients on new offerings, and generating sales reports. The responsibilities also include ensuring compliance with AMLA, KYC, and suitability policies, conducting annual reviews, addressing deficiencies, and conducting UITF and Feeder Fund trainings. 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 personal and corporate client calls and coordinate the execution of client instructions within the Trust Division. Utilize various trust products to construct portfolios for clients, optimizing returns based on their risk tolerance. Propose enhancements to products and services for client acquisition. Generate regular sales and volume reports for internal clients to monitor progress. Ensure compliance with AMLA, KYC, and suitability policies. Create and conduct programs, including UITF and Feeder Fund Trainings. Ensure the timely completion of account opening documents, conduct annual reviews for covered accounts, and address findings and deficiencies identified in the reviews. What were looking for Bachelors Degree in Business, Marketing, or equivalent. Unit Investment Trust Fund Certified. Minimum of 1 year of experience in Marketing & Sales Team, Treasury Marketing, Trust Marketing, investment house, mutual funds, or similar fields. Proficient in Trust & Investments Product Development, Marketing, Relationship Management, and financial regulations. What you can expect from joining our team Career development and training opportunities Competitive salary package and benefits Performance-based incentives and recognition programs to reward high-performing individuals Opportunity to work with industry experts and be mentored by them Defined career progression paths to guide you in your professional growth #J-18808-Ljbffr
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Taguig, Philippines Northern Trust Corporation Full timeAbout Northern Trust Corporation Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous continuously operated. Your responsibilities Provides support to marketing and RFP staff by utilizing Microsoft Office applications including Word, PowerPoint, and Excel at an advanced or expert...
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Trust Accounting Officer
1 week ago
Taguig, Philippines Eastwestbanker Full timeTaguig, 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 efficient...
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Trust Accounting Officer
1 week ago
Taguig, Philippines EastWest Bank Full timeTaguig, 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 efficient...
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Trust Investment Officer
1 week ago
Taguig, Philippines Maybank Full timeOverview 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...
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Trust Investment Officer
2 weeks ago
Taguig, National Capital Region, Philippines Maybank Full time ₱900,000 - ₱1,200,000 per yearYour 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...
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Trust Operations Officer
2 weeks ago
Taguig, National Capital Region, Philippines Maybank Full time ₱104,000 - ₱130,878 per yearYour RoleResponsible for Trust Accounting, Settlements, and Operations of the department. This role is essential in ensuring that all MPI Trust transactions are accurately booked and properly settled in compliance with the bank's policies and the regulations set by the Bangko Sentral ng Pilipinas (BSP).Your ResponsibilitiesEnsure that all trust transactions,...
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Trust Investments Officer
1 week ago
Taguig, Philippines EastWest Bank Full timeTaguig, 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 , you...
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Trust Client Portfolio Sales Officer
3 weeks ago
Taguig, Philippines East West Banking Corporation Full timeTaguig, 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...
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Business Development Officer
2 weeks ago
Taguig, Philippines WHR Global Consulting Full timeBusiness Development Officer Work Arrangement: On-site Schedule: Day Shift Location: Taguig, Philippines Employment Type: Full time Salary: Php 80,000 to Php 100,000 About the Role: We are looking for a dynamic and self-driven Business Development Officer to join our Sales team. You will be responsible for identifying and pursuing new business...
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Business Development Officer
14 hours ago
Taguig, Philippines WHR Global Consulting Full timeBusiness Development Officer Work Arrangement: On-site Schedule: Day Shift Location: Taguig, Philippines Employment Type: Full time Salary: Php 80,000 to Php 100,000 About the Role: We are looking for a dynamic and self-driven Business Development Officer to join our Sales team. You will be responsible for identifying and pursuing new business...
