trust investment manager

5 days ago


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

On-site - Makati 1-3 Yrs Exp Diploma Full-time

Job DescriptionDescription

Responsible for day-to-day execution of investment activities of the Trust Division.

Duties:
  1. Execute investment transactions in accordance with client investment mandates, investment process, fiduciary standards, and BSP regulations in managing accounts.
  2. Ensure trading and risk management procedures are followed in the execution of transactions.
  3. Ensure execution of transactions are in line with investment strategies and are in compliance with investment policies and procedures.
  4. Conduct research and analysis on securities as part of the investment process.
Qualifications:
  1. Graduate of BS Accountancy or any business-related field.
  2. Preferably TIFP graduate.
  3. Preferably CPA.
  4. 2 years trust investment management in a supervisory capacity.
  5. Should pass the TCP.
  6. Completed and passed Level 1 of the Chartered Financial Analyst Program.
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