Senior Trust Relationship Manager

China Bank Group; Manila; On-site; PHP 650,000 - 950,000; Full time

Job summary

China Bank Group in Makati, Metro Manila invites a Trust Relationship Officer to market and administer corporate trust services, including escrow, facility and note paying agency, and security trustee arrangements.

You will develop new business, strengthen client relationships, and ensure accounts comply with trust agreements and regulations. Growth opportunities exist within institutional banking and cross-selling trusts.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• At least 3 years of experience in trust banking or portfolio management, preferably in a managerial capacity.
• Knowledge of credit, financial, investment, and economic analysis.
• Familiarity with trust banking laws, relevant regulations, taxation, and legal documentation.
• Strong relationship management, communication, client service, and people management skills.

Responsibilities

• Generate new accounts through direct sourcing, referrals, client calls, and partnerships with other business units.
• Prepare proposals, presentations, and other materials that clearly explain corporate trust products and services.
• Manage the day-to-day administration of assigned accounts according to the applicable trust or agency agreements.
• Monitor account requirements, investment maturities, cash balances, instructions, and supporting documents.
• Maintain complete and updated account records while ensuring compliance with internal policies and external regulations.
• Collaborate with institutional banking, branches, legal, audit, and other trust professionals.
• Identify opportunities to cross-sell relevant investment and banking solutions.

Skills

Relationship management

Client service

Communication

People management

Financial analysis

Education

Bachelor's degree in Business, Finance, Economics, or related field

Job description

China Bank Group in Makati, Metro Manila invites a Trust Relationship Officer to market and administer corporate trust services, including escrow, facility and note paying agency, and security trustee arrangements.

You will develop new business, strengthen client relationships, and ensure accounts comply with trust agreements and regulations. Growth opportunities exist within institutional banking and cross-selling trusts.