Trust Client Portfolio Sales Officer

3 days ago

Taguig, National Capital Region, Philippines EastWest Bank Full time ₱900,000 - ₱1,200,000 per year


About the Job

Location: Bonifacio Global City (BGC)

Corporate Title: Junior Officer to Senior Manager

Work Arrangement: Onsite

Our Financial Markets & Wealth Management team is looking for experienced professionals to join us in BGC, Taguig in the role of Trust Client Portfolio Sales Officer.

In this role, you will be responsible for developing and managing client relationships by offering tailored trust and investment solutions. You will engage in client calls, coordinate instructions with the Trust Division, and build investment portfolios aligned with each clients goals and risk profile. You will also propose product enhancements, provide regular updates on new offerings, ensure full regulatory compliance, and conduct training sessions to enhance client understanding of trust and investment products.

Your dream. Our focus.

East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.

We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.

Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

What the role will entail

  • Actively engage in client calls and coordinate the execution of client instructions within the Trust Division.

  • Utilize various trust products to construct and manage portfolios that optimize returns based on client risk tolerance.

  • Propose enhancements to trust products and services to support client acquisition and retention.

  • Generate and present sales and volume reports to monitor business performance.

  • Ensure strict compliance with AMLA, KYC, and suitability policies.

  • Conduct UITF and Feeder Fund training programs for clients and internal partners.

  • Ensure the timely completion of account opening documents and annual account reviews, and address audit findings or compliance gaps.

What we're looking for

  • Bachelors Degree in Business, Marketing, Finance, or a related field.

  • Unit Investment Trust Fund (UITF) Certified.

  • At least 1 year of experience in Marketing & Sales, Treasury Marketing, Trust Marketing, Investment Houses, Mutual Funds, or related fields.

  • Proficient in Trust & Investments Product Development, Marketing, Relationship Management, and financial regulations.

What you can expect from joining our team

  • Career development and training opportunities

  • Competitive salary package and benefits

  • Performance-based incentives and recognition programs to reward high-performing individuals

  • Opportunity to work with industry experts and be mentored by them

  • Defined career progression paths to guide you in your professional growth


  • Trust Investments Officer

    3 days ago

    Taguig, National Capital Region, Philippines EastWest Bank Full time ₱1,200,000 - ₱2,400,000 per year

    About the JobLocation: Bonifacio Global City (BGC)Corporate Title: Manager to Senior ManagerWork Arrangement: OnsiteOur Financial Markets and Wealth Management Group is looking for experienced professionals to join us in BGC in the role of Trust Investments Officer.As a Trust Investments Officer, you are responsible for the administration and management of...

  • Trust Accounting Officer

    3 days ago

    Taguig, National Capital Region, Philippines EastWest Bank Full time ₱1,200,000 - ₱2,400,000 per year

    About the JobLocation: BGC, TaguigCorporate Title: JO - SAMWork Arrangement: OnsiteOur Trust Operations team is looking for experienced professionals to join us in Taguig with the role of Trust Accounting Officer.As a Trust Accounting Officer, your role includes ensuring accurate and efficient recording of trust transactions, both from the Trust System and...

  • Client Sales Officer

    7 days ago

    Taguig, National Capital Region, Philippines SimplyNature International Inc. Full time ₱180,000 - ₱250,000 per year

    About Us:SimplyNature International is a leading provider of healthcare solutions committed to improving the well-being of our community. We are expanding our team and are looking for two (2) compassionate and competent individuals to join us as Client Sales Officers.Job Description:As a Client Sales Officer, you will play a vital role in delivering...

  • Portfolio Management Officer

    1 week ago

    Taguig, National Capital Region, Philippines Metrobank Full time ₱300,000 - ₱600,000 per year

    Be #InGoodHands with MetrobankHere at Metrobank, we don't simply hire employees-we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and...

  • Consultant, Client Change

    3 days ago

    Taguig, National Capital Region, Philippines Northern Trust Full time ₱120,000 - ₱180,000 per year

    The Client Change Management group works closely with Clients, Client Implementations, Worldwide Technology, Operations, Relationship Management and Product to deliver effective change management from change initiation through to implementation and benefits realisation. The group is responsible for programme management, project management and client change...

  • Client Relationship Management

    1 day ago

    Taguig, National Capital Region, Philippines Marsh McLennan Full time ₱1,200,000 - ₱2,400,000 per year

    Company:MarshDescription:We are seeking a talented individual to join our Corporate team at Marsh Philippines, Inc. This role will be based in Taguig City, Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.Client Managers are accountable for driving growth, profitability, and client satisfaction...

  • Associate – Capital Adequacy

    1 day ago

    Taguig, National Capital Region, Philippines Northern Trust Full time ₱900,000 - ₱1,200,000 per year

    About Northern TrustNorthern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • Sales Trader

    3 days ago

    Taguig, National Capital Region, Philippines Metrobank Full time ₱1,200,000 - ₱2,400,000 per year

    Be #InGoodHands with MetrobankHere at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future...

  • Client Services Officer

    1 day ago

    Taguig, National Capital Region, Philippines Vantage Financial Corporation (eBiz Western Union) Full time ₱80,000 - ₱120,000 per year

    Job Summary:The Client Services Officer, under PhilEquity Management Inc., ensures exceptional service delivery and client satisfaction by building and maintaining strong client relationships, addressing client needs, and driving customer retention and brand loyalty.Responsibilities:Serve as the main liaison between the fund management company and its...

  • Oncology Portfolio Manager

    3 days ago

    Taguig, National Capital Region, Philippines Roche Full time $90,000 - $120,000 per year

    At Roche you can show up as yourself, embraced for the unique qualities you bring. Our culture encourages personal expression, open dialogue, and genuine connections, where you are valued, accepted and respected for who you are, allowing you to thrive both personally and professionally. This is how we aim to prevent, stop and cure diseases and ensure...