Senior Trust Strategy Advisor

BDO Unibank; Makati; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

BDO Unibank, Inc. is seeking a seasoned professional to convert client requirements into bespoke trust structures and assist relationship managers in growing trust volumes. You will analyze client circumstances, ensure alignment with objectives and regulatory changes, and collaborate with senior leaders to deliver institutional goals.

The role emphasizes deep client relationships, travel as needed, and strong knowledge of estate planning and management trusts within a leading private bank.

Qualifications

• At least five years of experience in trust banking, with business development or account management.
• Knowledgeable about trust products, including estate planning and personal management trust.
• Strong presentation and communication skills; willing to travel.
• Completed one-year trust course or equivalent training preferred.

Responsibilities

• Analyze client circumstances to recommend appropriate trust structures.
• Ensure trust structures align with client objectives.
• Ensure structures reflect changes in laws and policies.
• Assist RM in deepening and growing trust volume and client relationships.
• Carry out duties assigned by senior management.

Skills

Presentation skills

Communication skills

People skills

Willingness to travel

Trust banking knowledge

Education

One-year trust course

Job description

BDO Unibank, Inc. is seeking a seasoned professional to convert client requirements into bespoke trust structures and assist relationship managers in growing trust volumes. You will analyze client circumstances, ensure alignment with objectives and regulatory changes, and collaborate with senior leaders to deliver institutional goals.

The role emphasizes deep client relationships, travel as needed, and strong knowledge of estate planning and management trusts within a leading private bank.