Financial Services Trust Officer

5 days ago


Makati City, National Capital Region, Philippines RCBC Full time

About Us

RCBC is one of the leading banks in the Philippines, dedicated to delivering world-class financial services to our customers.

Job Overview

The Trust Sales Officer is primarily responsible for generating new trust business opportunities and expanding the existing trust customer base.

Main Responsibilities:

  • To identify potential trust business opportunities and generate new leads through direct solicitation and referrals.
  • To sell trust products and services to existing and prospective clients.
  • To perform Know Your Client (KYC) and customer due diligence (CDD) requirements for all new account openings.
  • To develop and implement effective marketing strategies to promote trust products and services.

Requirements:

  • Degree in Business Administration, Marketing or related field; 3 years experience in sales/marketing preferably in a financial services industry.
  • Familiarity with portfolio management and financial markets preferred but not essential.

About You

As a seasoned sales professional, you possess excellent communication and negotiation skills, coupled with a strong ability to understand complex financial products and services.



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