trust investment manager
5 days ago
On-site - Makati 1-3 Yrs Exp Diploma Full-time
Job DescriptionDescriptionResponsible for day-to-day execution of investment activities of the Trust Division.
Duties:- Execute investment transactions in accordance with client investment mandates, investment process, fiduciary standards, and BSP regulations in managing accounts.
- Ensure trading and risk management procedures are followed in the execution of transactions.
- Ensure execution of transactions are in line with investment strategies and are in compliance with investment policies and procedures.
- Conduct research and analysis on securities as part of the investment process.
- Graduate of BS Accountancy or any business-related field.
- Preferably TIFP graduate.
- Preferably CPA.
- 2 years trust investment management in a supervisory capacity.
- Should pass the TCP.
- Completed and passed Level 1 of the Chartered Financial Analyst Program.
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