Business Development Specialist

1 day ago

Paranaque City, Calabarzon, Philippines beBeeRelationship Full time ₱900,000 - ₱1,200,000
Job Title

Relationship Manager

About the Role

This is a challenging opportunity for an experienced professional to serve as primary point of contact for high-profile institutional accounts, providing specialized trust and fiduciary services.

Key Responsibilities
  • Nurtures long-standing relationships with clients by delivering exceptional service that exceeds their expectations
  • Leads efforts to onboard new accounts, gathering relevant information and coordinating account opening processes
  • Reviews agreements and prepares internal documentation to ensure proper administration
  • Meets periodically with contacts, ensuring timeliness of client deliverables, and fields inquiries
  • Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub-accounting, and various reconciliation processes
  • Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts, and Attorneys to perform services
  • Presents annual account reviews at weekly committee meetings and actively participates in internal planning and coordination meetings
  • Facilitates participant communications related to employer stock funds and distributions
  • Promotes procedural prudence by complying with policies and procedures, retaining records, and responding to audit inquiries
  • Identifies cross-selling opportunities to support business development within the organization
Requirements
  • Bachelor's degree from an accredited university or college
  • Minimum of five years of relevant professional experience
  • Strong MS Office skills to include Outlook, Excel, Word, and PowerPoint
Preferred Qualifications
  • Trust system experience (e.g., SEI's Trust3000)
  • Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates
Competencies
  • Client Service Oriented
  • Personable
  • Team Player
  • Proactive
  • Problem Solver
  • Resourceful
  • Independent
  • Integrity
  • Time Management
  • Detail Oriented
Travel
  • Up to 5%
Important Compliance and Equal Opportunity

For all remote positions, an uninterrupted virtual workspace is required. An internet speed of 25 Mbps or better is necessary for individual use. For call center roles, hardwiring or proximity to a router is essential. This job contains Equal Opportunity Employer (EOE) statements. Be aware of employment fraud: all communication from Ascensus originates from addresses. We will never ask for payment or require equipment purchase. If unsure, apply directly through our website.

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