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Trust Investment Specialist

1 week ago

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

This position involves overseeing the daily operations of the Trust Division's investments, ensuring compliance with regulatory requirements and adherence to established investment processes.

Main Responsibilities:
  1. Manage and execute investment transactions in line with client mandates, adhering to relevant laws and regulations.
  2. Implement effective trading and risk management strategies to optimize portfolio performance.
  3. Validate that all transactions are aligned with approved investment strategies and meet policy requirements.
  4. Perform thorough security research and analysis to support informed decision-making.
Key Requirements:
  1. Degree in Accountancy or a related field.
  2. Minimum two years' experience in trust investment management, preferably in a leadership role.
  3. Desirable: CPA certification and completion of Level 1 CFA program.
  4. Mandatory: Passing the TCP certification.