Trust Account Manager

4 days ago


Makati City, National Capital Region, Philippines RCBC Full time
Key Responsibilities
  • Manage and administer a portfolio of retail trust and investment management accounts, ensuring compliance with client agreements, internal policies, and regulatory requirements.
  • Develop and implement effective investment strategies in consultation with clients, taking into account market trends and client objectives.
  • Monitor and analyze account performance, providing regular updates and recommendations to clients.
  • Collaborate with the Business Risk and Compliance Division to ensure seamless implementation of investment strategies and adherence to regulatory requirements.

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