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Banking Trust Officer

1 week ago

Makati City, National Capital Region, Philippines China Bank PH Full time

The Trust Relationship Officer plays a vital role in the Corporate Fund Management department at China Bank PH. Key responsibilities include managing corporate retirement funds, developing strategies to optimize fund performance, and maintaining strong relationships with clients.

Responsibilities:

  • Manage corporate retirement funds in accordance with established guidelines and regulations.
  • Develop and implement effective strategies to optimize fund performance.
  • Maintain strong relationships with clients to ensure their needs are met.

Qualifications:

  • Bachelor's degree in marketing, economics, or business-related field.
  • Preferably completed the one-year Trust course of the Trust Institute Foundation of the Philippines.

Desired Skills:

  • At least 5 years' experience in marketing trust products and services or related activities.
  • Working knowledge of portfolio management and investments.
  • Presentation and training skills.

Essential Knowledge:

  • Proficient in MS Office programs (Word, Excel, PowerPoint).
  • Negotiation, presentation, and facilitation skills.
  • Cross-selling of other bank products and services.
  • Knowledgeable in general and trust banking laws.