Trust Marketing Professional

3 days ago


Makati City, National Capital Region, Philippines PSBank Official Full time

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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