Trust Marketing

6 days ago


Makati City, National Capital Region, Philippines PSBank Official Full time

Responsible for the marketing of Trust products and services and the management of portfolio accounts.

II. Job Duties and Responsibilities

  • Contribute to the group's financial targets (Asset Under Management) based on the set budget given.
  • Assist the Trust Marketing & Portfolio Head in developing Sales training program to market the Trust products.
  • New customer acquisition and customer retention.
  • Explaining the products efficiently.
  • Resolving customer queries and problems.
  • Ensure that execution of investment transactions are in accordance with customer's investment objectives and risk profile.
  • Monitor investment and liquidity requirements of managed portfolio accounts.
  • Adhere to the sustainability policy of the bank and participate in its sustainability program.

Others:

  • Whenever applicable, act as the Unit's Risk Delegate/Alternate (RD/RDA) and/or Auxiliary Compliance Officer/Deputy Auxiliary Compliance Officer (ACO/DACO) and perform RD/RDA and ACO/DACO duties & responsibilities as required by Risk Management Officer (RMO) and Compliance Office (CO).

III. Job Qualifications

  • Bachelor's Degree in any business-related field.
  • At least 1 year of experience in a Trust marketing function, operations, and investment management.
  • Preferably a Certified UITF Sales Personnel (CUSP).
Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Marketing and Sales
Industries
  • Banking
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