Custody Product and Sales Manager

3 days ago

Taguig, National Capital Region, Philippines Cobden & Carter International Full time $104,000 - $130,878 per year

Key Responsibilities:

  • Manage custody-related sales and product management in accordance with applicable laws and regulation, the Bank's policies and related risk management policies and programs.
  • Assist in the preparation of long, medium and short-term custody business and product marketing plans in accordance with the Bank's business strategies.
  • Assist in the maintenance of Product-related standard documentation and provide sales support/ Request for Proposal (RFP) input where required.
  • Maintain custody account relationships, provide after-sales service, organize regular client service reviews, assist in collecting client feedback, keep abreast of client demands for custody services, and comment on client-related workflows.
  • Manage satisfactory relationship with clients; collaborate with operational and middle office teams to ensure effective resolution
  • Cross-sell other products and services of the Bank
  • Engage in client on-boarding and due diligence process
  • Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects.
  • Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
  • Proactively arrange and participate in client calls and perform service quality check-in calls to clients.
  • Cross-sell other products and services of the Bank

Qualifications:

  • Bachelors degree of any course
  • 2-5 years of relevant experience (front-line experience on securities and custody business is preferred)
  • Well versed with Custody product and processes
  • Good communication skill written and verbal for client services
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Ability to multi-task with strong organizational and time management skills per the needs of team and clients
  • Ability to problem solve and analyze data with demonstration of attention to detail.
  • Proficiency in MS Word, Excel and other relevant applications

Work set up: Full on-site

Location: BGC, Taguig

Dayshift: Dayshift

By Applying, you give consent to collect, store, and/or process personal and/or sensitive information for the purpose of recruitment and employment may it be internal to Cobden & Carter International and/or to its clients.

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