Financial Services Trust Officer
5 days ago
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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