Trust Client Portfolio Sales Officer

EastWest Bank; Taguig; On-site; PHP 500,000 - 700,000; Full time

Benefits offered by this job

Career development and training opportunities

Competitive salary package and benefits

Performance-based incentives

Job summary

A leading bank in the Philippines is seeking a Trust Client Portfolio Sales Officer based in Bonifacio Global City, Taguig. The role involves developing and managing client relationships, offering tailored trust and investment solutions. The ideal candidate will have a Bachelor's degree in a relevant field and at least one year of experience in related roles. Competitive compensation and professional development opportunities are available.

Qualifications

• Minimum of 1 year of experience in Marketing & Sales, Treasury Marketing, Trust Marketing, Investment Houses, Mutual Funds, or related fields.
• Proficient in financial regulations.

Responsibilities

• Engage in client calls and execute instructions within the Trust Division.
• Utilize trust products to manage portfolios based on client risk tolerance.
• Propose enhancements to trust products for client acquisition and retention.
• Generate sales and volume reports to monitor performance.

Skills

Relationship Management

Trust & Investments Product Development

Marketing & Sales

Education

Bachelor's Degree in Business, Marketing, Finance or related field

Unit Investment Trust Fund (UITF) Certification

Job description

Taguig, NCR, Philippines Financial Markets and Wealth Management

About the Job

Location: Bonifacio Global City (BGC)

Corporate Title: Junior Officer to Senior Manager

Work Arrangement: Onsite

Our Financial Markets & Wealth Management team is looking for experienced professionals to join us in BGC, Taguig in the role of Trust Client Portfolio Sales Officer.

In this role, you will be responsible for developing and managing client relationships by offering tailored trust and investment solutions. You will engage in client calls, coordinate instructions with the Trust Division, and build investment portfolios aligned with each client\'s goals and risk profile. You will also propose product enhancements, provide regular updates on new offerings, ensure full regulatory compliance, and conduct training sessions to enhance client understanding of trust and investment products.

East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.

We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.

Whether you\'re just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

What the role will entail

• Actively engage in client calls and coordinate the execution of client instructions within the Trust Division.
• Utilize various trust products to construct and manage portfolios that optimize returns based on client risk tolerance.
• Propose enhancements to trust products and services to support client acquisition and retention.
• Generate and present sales and volume reports to monitor business performance.
• Ensure strict compliance with AMLA, KYC, and suitability policies.
• Conduct UITF and Feeder Fund training programs for clients and internal partners.
• Ensure the timely completion of account opening documents and annual account reviews, and address audit findings or compliance gaps.

What we\'re looking for

• Bachelors Degree in Business, Marketing, Finance, or a related field.
• Unit Investment Trust Fund (UITF) Certified.
• At least 1 year of experience in Marketing & Sales, Treasury Marketing, Trust Marketing, Investment Houses, Mutual Funds, or related fields.
• Proficient in Trust & Investments Product Development, Marketing, Relationship Management, and financial regulations.

What you can expect from joining our team

• Career development and training opportunities
• Competitive salary package and benefits
• Performance-based incentives and recognition programs to reward high-performing individuals
• Opportunity to work with industry experts and be mentored by them
• Defined career progression paths to guide you in your professional growth