Trust Marketing Officer- Trust and Investments Group)

1 week ago
Makati, Metro Manila, Philippines BDO Unibank Full-time


Responsibilities:
Marketing Tasks
• Acts as liaison to the branches
• Ensures accomplishment of unit’s AUM and income generation targets through participation in the Bank’s marketing activities
• Strengthens sales activities through regular branch visits and presentation to area/ region meetings
• Responsible for the achievement of given target and contributes to the unit’s objectives and targets
• Keeps informed of new product features and procedures, industry and current events
• Provides branches with timely updates and informs them of important developments as the need arise Administrative Functions
• Receives client bookings through the branches and matches these with the available investment outlets for the day as well as orders for Long
- Term New Issuances and securities from the secondary market
• Oversees completeness of required documents submitted by branches for the account termination
• Prepares and prints needed marketing/ sales reports
• Checks PERA account and initial contribution orders processed within the day Audit and Compliance
• Ensures compliance to all audit findings and coordinates with concerned units for immediate resolution
• Monitors Key Result Indicator (KRI) breaches and limits
• Performs annual Enhanced Due Diligence (EDD) for high-risk clients and as needed, conduct EDD on client / account triggers by SAS alert or AMLA related issues
• Conducts account review to ensure management of retail accounts are in accordance with the agreement and in compliance with internal and regulatory policies and procedures Other Functions
• Streamline processes and recommend automation of manual activities and system enhancements
• Performs other related functions and special projects that may be assigned from time to time
• Answers inquiries and attends to concerns and special requests from the branches, clients and other distribution from time to time
• Handles and resolves cases escalated from BDO call center and branches as well as ensuring high level of customer satisfaction without compromising the Bank’s policies and profitability

Qualifications:
• Bachelors degree graduate with at least 2 years' experience in Marketing, Banking or Finance, preferably gained from a bank, Trust or other financial institution
• Effective communication and negotiation skills
• UCP accreditation and one-year TIFP course would be an advantage

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