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Investment Trust Manager

3 weeks ago

Makati City, National Capital Region, Philippines beBeePortfolioManager Full time ₱900,000 - ₱1,200,000
Trust Portfolio Manager Job Summary

This role is responsible for overseeing the administration of retail trust and investment management accounts in accordance with established client guidelines, internal policies, and regulatory requirements.

  1. Manages a portfolio of assigned retail trust and investment management accounts in compliance with the terms and conditions of each agreement.
  2. Supervises Assistant Portfolio Managers to ensure effective account management and adherence to client guidelines.
  3. Collaborates with clients to develop and implement tailored investment strategies.
  4. Maintains accurate records and monitors accounts to ensure compliance with regulatory restrictions and internal policies.
Required Skills and Qualifications
  • Bachelor's degree in Economics, Finance, or Industrial Management Engineering.
  • Working knowledge of various investment markets and products (i.e., money market, equities, bonds, deposits, foreign exchange, derivatives).
  • Three (3) years industry experience in Account Management.
Benefits

This role offers opportunities for career growth and professional development in a dynamic and challenging environment. You will be working closely with experienced professionals and have access to ongoing training and support.

Others

This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. If you are a motivated and results-driven individual with a passion for finance and investing, this could be the perfect opportunity for you to take your career to the next level.