Trust Marketing Professional
3 days ago
PSBank Official seeks a Trust Marketing professional to lead the marketing of Trust products and services. This role is responsible for managing portfolio accounts and contributing to the group's financial targets.
Key Responsibilities:
- Develop and implement sales training programs to market Trust products.
- Achieve new customer acquisition and retention goals.
- Explain products efficiently and resolve customer queries and problems.
- Ensure execution of investment transactions aligns with customer objectives and risk profile.
- Monitor investment and liquidity requirements of managed portfolio accounts.
- Adhere to the bank's sustainability policy and participate in its sustainability program.
Requirements:
- Bachelor's Degree in a business-related field.
- At least 1 year of experience in Trust marketing, operations, and investment management.
- Preferably a Certified UITF Sales Personnel (CUSP).
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Trust Marketing
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Makati City, National Capital Region, Philippines PSBank Official Full timeResponsible for the marketing of Trust products and services and the management of portfolio accounts.II. Job Duties and ResponsibilitiesContribute to the group's financial targets (Asset Under Management) based on the set budget given.Assist the Trust Marketing & Portfolio Head in developing Sales training program to market the Trust products.New customer...
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