Retail Sales & Accounts Service Specialist

RCBC; Makati; On-site; PHP 300,000 - 500,000; Full time

Job summary

RCBC Trust Corporation seeks a detail-oriented professional to support the Trust Retail Sales Division with transaction processing, documentation, and client servicing. The role covers end-to-end handling of investments and UITFs, ensuring accuracy and compliance in daily operations.

Candidate should have a business background, relevant trust experience or certification, and strong written and oral communication skills.

Qualifications

• Bachelor's degree or higher in any business-related program.
• Experience in Trust operations or related financial services preferred.
• Familiarity with KYC/AML regulatory requirements preferred.

Responsibilities

• Process transactions and servicing for Investment Management Accounts and UITFs.
• Assist Trust Sales Officers with account opening requirements and proposals for clients.
• Prepare MIS reports to reflect cross-selling performance and partner production.

Skills

Trust experience

KYC/AML training

Communication skills

Sales orientation

Education

Bachelor's degree in Business

Job description

RCBC Trust Corporation seeks a detail-oriented professional to support the Trust Retail Sales Division with transaction processing, documentation, and client servicing. The role covers end-to-end handling of investments and UITFs, ensuring accuracy and compliance in daily operations.

Candidate should have a business background, relevant trust experience or certification, and strong written and oral communication skills.