Senior Retail Trust & Investment Portfolio Manager

RCBC; Makati; Sur place; PHP 900 000 - 1 400 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Interpersonal skills

Analytical skills

MS Office

Oral and written communication

Leadership

Marketing and sales

Aggressive and assertive

Attention to detail

Formation

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

Outils

MS Office

Description du poste

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.