Trust Advisor

BDO Unibank; Makati; On-site; PHP 1,200,000 - 2,000,000; Full time

Job summary

BDO Unibank, Inc. in Makati seeks a seasoned Trust Banking professional to translate client requirements into bespoke trust structures and support the relationship with clients.

The role requires deep knowledge of trust products, strong communication and presentation skills, willingness to travel, and the ability to contribute to asset size and revenue goals.

Qualifications

• With at least five (5) years experience and track record on trust banking.
• Knowledgeable about the various trust products, with emphasis on estate planning, personal management trust (revocable and irrevocable), IMA etc.
• Has good presentation skills, willing to travel and is able to deliver the institutional goals both in terms of asset size and revenues.
• Has good communication skills and people skills that are needed for facilitating better relationships with clients and other partners of the bank.
• Having completed the one year trust course or its equivalent training is preferred.

Responsibilities

• Analyze client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate trust structure to the client.
• Ensures the trust structures are aligned with the client’s objectives.
• Ensures that the trust structures are attuned to changes in applicable laws, regulations and policies.
• Assist the RM in the deepening and growing of existing trust volume and relationship with clients.
• Carries out duties and responsibilities assigned by senior management.

Skills

Presentation skills

Communication skills

People skills

Willing to travel

Education

One year trust course or equivalent training

Job description

Job Description:

Job Mandate

Responsible for conversion of client requirements into sound and bespoke trust structures, and assist the RM in the deepening and growing of existing trust volume and relationship with clients.

Duties and Responsibilities

• Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate trust structure to the client.
• Ensures the trust structures are aligned with the client’s objectives.
• Ensures that the trust structures are attuned to changes in applicable laws, regulations and policies.
• Assist the RM in the deepening and growing of existing trust volume and relationship with clients.
• Carries out duties and responsibilities assigned by senior management.

Qualifications:

• With at least five (5) years experience and track record on trust banking particularly on business development or account management.
• Knowledgeable about the various trust products, with emphasis on estate planning, personal management trust (revocable and irrevocable), IMA etc.
• Has good presentation skills, willing to travel and is able to deliver the institutional goals both in terms of asset size and revenues.
• Has good communication skills and people skills that are needed for facilitating better relationships with clients and other partners of the bank.
• Having completed the one year trust course or its equivalent training is preferred.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.