Trust Investments Officer

12 hours ago


Taguig, National Capital Region, Philippines EastWest Banking Corporation Full time $60,000 - $80,000 per year

Taguig, NCR, Philippines Financial Markets and Wealth ManagementLocation: Bonifacio Global City (BGC)Corporate Title: Trust Investments OfficerWork 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 the investment portfolios of various accounts and funds. At EastWest, 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. What the role will entail

Oversee portfolio management in adherence to approved investment policies, executing timely rebalancing strategies post-contributions, withdrawals, and policy revisions. Implement effective asset allocation methodologies for newly acquired accounts, optimizing investment strategies in line with client objectives. Provide expert recommendations on appropriate investments tailored to the unique requirements and risk profiles of managed portfolios.

Maintain and manage databases crucial to portfolio management activities, ensuring accuracy and compliance with regulatory standards. Execute trades across various securities with precision, leveraging comprehensive market research and analysis. Contribute to the formulation and enhancement of investment policies and procedures, striving to optimize portfolio performance and mitigate risks.

What we're looking for

Graduate of Bachelor's degree in Business or equivalent.Being a CFA (Chartered Financial Analyst) Charterholder or candidate is an advantage.With at least one (1) year experience in investment trading and fund management, handling multiple asset classes, and account management is an advantage.Sound knowledge of financial regulations, investments and portfolio management.Strong proficiency in MS Office and Bloomberg.Knowledge of quantitative methods.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.



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