Trust Investment Assistant

15 hours ago

Makati City, National Capital Region, Philippines Philippine Business Bank Full time

Start your career with Philippine Business Bank

Position: Trust Investment Assistant

Location: Makati City | Job Type: Project-based

About Us

Philippine Business Bank is a savings bank which focuses on corporate and small and medium enterprise (SME) markets. The company provides close to a full range of banking services and products including cash management, retail and corporate lending, deposit products, international trade finance, treasury and trust products.

About the Role

We are looking for a motivated Trust Investment Assistant to join our Trust Investment Center. This role offers an excellent opportunity to grow your career in finance and investments while contributing to the bank's mission of helping businesses thrive.

Key Responsibilities

  • Prepare and complete all required documentation for new trust accounts, ensuring accuracy and compliance.
  • Conduct investment research, evaluate investment options, and assist in portfolio recommendations.
  • Provide input and suggestions on strategies to grow and improve the Trust Investment Center's business.
  • Coordinate with operations teams to ensure timely processing of daily transactions and proactively monitor for any delays or issues.
  • Perform other related duties as assigned by the Trust Sales and Business Development Officer.

Qualifications

  • Bachelor's degree in Business, Finance, Economics, Accounting, or any related field
  • Strong analytical, organizational, and communication skills (verbal and written)
  • Goal-oriented and self-motivated with a keen eye for detail
  • Fresh graduates are encouraged to apply

In Philippine Business Bank, we are making things happen... today

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