Retail Sales Officer

Security Bank; Makati; On-site; PHP 450,000 - 750,000; Full time

Job summary

Security Bank in Makati is seeking a Retail Sales Officer to grow retail trust accounts by onboarding UITFs, DIMA, PMT, and escrow accounts, and by coordinating daily DIMA transactions with the DIMA Account Servicing Team.

The role also includes planning marketing events tailored to client investment needs, building strong relationships with internal and external stakeholders, and delivering comprehensive investment and trust solutions to Retail and Wealth clients.

Qualifications

• At least 5 years in banking, finance, investments / treasury, or related fields.
• Bachelor's degree required; one-year course on Trust Operations and investment Management preferred; UITF sales certification valued.

Responsibilities

• Provides proactive support to partner/supervisor in planning, coordinating, and executing strategies; monitors progress and contributes ideas.
• Supports partner/supervisor in achieving team goals.
• Actively solicits, acquires and onboards new retail and wealth accounts.
• Strengthens relationships with TAMG clients by offering additional investment and trust solutions; maximizes big-ticket opportunities.
• Maintains relationships with internal SBC client segments to generate referrals; cross-sell other SBC products.
• Performs KYC and Customer Due Diligence using Bank tools; validates documents and information.

Skills

Negotiation Skills

Marketing Aptness

Financial Markets / Investments

Trust Products Knowledge

Education

Bachelor's degree

One-year course on Trust Operations and Investment Management

Certified UITF Sales Personnel

Tools

MS Office

Job description

5 - 8 Years

Job Description

About the Role

As a Retail Sales Officer , your p rimary responsibility is to drive the growth of retail trust accounts by collaborating with Retail Non-Wealth/BBG and Wealth segments. This includes actively soliciting, acquiring, and onboarding UITFs, DIMA, PMT, and escrow accounts, as well as managing daily DIMA transactions in coordination with the DIMA Account Servicing Team within his/her assigned areas.

The role also involves planning and organizing marketing events and programs tailored to the investment needs of clients and partners in his/her assigned areas. These initiatives aim to achieve high conversion rates, acquiring not only new-to-TAMG accounts but also new-to-bank relationships.

Additionally, the position is responsible for delivering comprehensive investment and trust solutions aligned with the financial objectives of Retail and Wealth clients. It requires building and maintaining strong relationships with internal and external stakeholders to support business development, enhance client experience, and contribute to the overall profitability and strategic goals of the trust business.

How you'll contribute

• Provides proactive support to his/her partner/supervisor in achieving team objectives by assisting in planning, coordinating, and executing strategies. This includes monitoring progress, addressing challenges, and contributing ideas to ensure the successful attainment of goals and overall team performance.
• Supports his/her partner/supervisor in achieving their team goals.
• Actively solicits, acquires and onboards new retail and wealth accounts.
• Strengthens and nurtures relationships with existing TAMG clients by proactively offering additional investment and trust solutions, aiming to maximize business opportunities from big-ticket high net worth accounts.
• Maintains and strengthens relationships with internal clients (SBC client segments) to generate more referrals which is mutually beneficial. Cross sells other SBC products to existing TAMG clients to generate more business for the bank.
• Performs KYC, Customer Due Diligence (Enhanced Due Diligence when necessary) using the Bank’s Customer Due Diligence Tools, validates the truthfulness of the information and authenticity of the documents presented by the customer.

What we're looking for

• At least 5 years in banking, finance, investments / treasury, or related fields.
• With Bachelor's degree and preferably with one year course on Trust Operations and investment Management and Certified UITF Sales Personnel
• Has a strong understanding and knowledge Financial Markets / Investments
• Knowledge of all Trust products that cater to the retail segment and basic knowledge of all other Trust Products
• Negotiation Skills
• Marketing Adeptness
• Proficiency in MS Office

About Security Bank

Security Bank is one of the Philippines’ best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking.

We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.”

Start your BetterBanking career with us today.

Job Snapshot

Updated Date

28-09-2026

Job ID

JOB4836

Location