Portfolio Manager, Retail Portfolio - RCBC Trust Corporation

RCBC; Makati; On-site; PHP 900,000 - 1,400,000; Full time

Job summary

RCBC in the Philippines seeks an experienced Trust/Account Manager to manage and administer retail trust and investment management accounts in line with client guidelines and regulatory requirements.

The role involves supervising Assistant Portfolio Managers, discussing investment strategies with clients, coordinating with the BRCD for required documents, and monitoring accounts with a strong grasp of market data to guide client decisions.

Qualifications

• Bachelor’s degree in Economics, Finance, or Industrial Management Engineering.
• Completion of the Trust Certification course; training on KYC/AMLA requirements.
• Knowledge of investment markets and products (money market, equities, bonds, deposits, FX, derivatives).
• Three years of industry experience in Account Management.
• Excellent oral and written communication; strong interpersonal and analytical skills; leadership and sales abilities; attention to detail.

Responsibilities

• Manages and administers a specific set of assigned retail trust and investment management accounts.
• Oversees the management of retail trust accounts by Assistant Portfolio Managers.
• Discusses investment strategies with clients and coordinates with BRCD to complete required documentation.
• Monitors accounts and analyzes market data to advise clients effectively.

Skills

Interpersonal skills

Analytical skills

MS Office

Oral and written communication

Leadership

Marketing and sales

Aggressive and assertive

Attention to detail

Education

Bachelor’s degree in Economics, Finance, or Industrial Management Engineering

Tools

MS Office

Job description

• Responsible for managing, and administering retail trust and investment management accounts in accordance with the guidelines set by the client, internal policies, and regulatory restrictions.

Job Summary

• Responsible for managing, and administering retail trust and investment management accounts in accordance with the guidelines set by the client, internal policies, and regulatory restrictions.

How will you contribute?

• Manages and administers a specific set of assigned retail trust and investment management accounts in accordance with the terms and conditions of the agreement. Supervises and oversees the management of retail trust accounts by Assistant Portfolio Managers assigned to the same team or unit.
• Discusses investment strategies with clients and oversees its proper implementation. Coordinates with the Business Risk and Compliance Division (BRCD) to ensure completion of documentation necessary to effect the investment strategies.
• Monitors and administers all assigned accounts. Analyzes up-to-date data in financial and capital markets to properly advise clients in decision-making.

What will make you successful?

• Bachelor’s degree in Economics, Finance, or Industrial Management Engineering.
• Completion of the Trust Certification course necessary; training on KYC/AMLA requirements.
• Working knowledge of various investment markets and products (i.e. money market, equities, bonds, deposits, foreign exchange, derivatives)
• Three (3) years industry experience in Account Management
• Good interpersonal and analytical skills; Proficient in basic MS Office applications; Excellent oral and written communication skills.; Good leadership & managerial skills; Possesses marketing and sales skills; Aggressive and assertive; Attentive to details