Trust Investments Officer

East West Banking Corporation; Taguig; On-site; PHP 600,000 - 800,000; Full time

Job summary

A large universal bank in the Philippines is seeking an experienced Trust Investments Officer to manage investment portfolios. Responsibilities include overseeing portfolio management, providing expert investment recommendations, and executing trades. Candidates should possess a Bachelor's degree in Business, with a CFA designation as an advantage, and experience in investment trading. The role offers competitive salary packages, career development opportunities, and performance-based incentives.

Benefits

Career development and training opportunities

Competitive salary package

Performance-based incentives

Mentoring by industry experts

Defined career progression paths

Qualifications

• Graduated with a Bachelor's degree in Business or equivalent.
• CFA Charterholder or candidate preferred.
• At least one year of experience in investment trading and fund management is advantageous.
• Sound knowledge of financial regulations and portfolio management.

Responsibilities

• Oversee portfolio management adhering to approved investment policies.
• Implement effective asset allocation for newly acquired accounts.
• Provide investment recommendations tailored to clients' needs.
• Maintain databases crucial to portfolio management activities.
• Execute trades leveraging market research and analysis.
• Contribute to investment policy formulation and enhancements.

Skills

Investment trading

Fund management

Portfolio management

Financial regulations

MS Office

Bloomberg

Education

Bachelor's degree in Business or equivalent

CFA Charterholder or candidate

Tools

Bloomberg

Job description

Overview

Taguig, NCR, Philippines Financial Markets and Wealth Management

Location: Bonifacio Global City (BGC)  Corporate Title: Manager to Senior Manager  Work Arrangement: Onsite

Our Financial Markets and Wealth Management Group is looking for experienced professionals to join us in BGC in the role of Trust Investments Officer.

As a Trust Investments Officer, you are responsible for the administration and management of the investment portfolios of various accounts and funds.

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.

Responsibilities

• Oversee portfolio management in adherence to approved investment policies, executing timely rebalancing strategies post-contributions, withdrawals, and policy revisions.
• Implement effective asset allocation methodologies for newly acquired accounts, optimizing investment strategies in line with client objectives.
• Provide expert recommendations on appropriate investments tailored to the unique requirements and risk profiles of managed portfolios.
• Maintain and manage databases crucial to portfolio management activities, ensuring accuracy and compliance with regulatory standards.
• Execute trades across various securities with precision, leveraging comprehensive market research and analysis.
• Contribute to the formulation and enhancement of investment policies and procedures, striving to optimize portfolio performance and mitigate risks.

Qualifications

• Graduate of Bachelor\'s degree in Business or equivalent.
• Being a CFA (Chartered Financial Analyst) Charterholder or candidate is an advantage.
• With at least one (1) year experience in investment trading and fund management, handling multiple asset classes, and account management is an advantage.
• Sound knowledge of financial regulations, investments and portfolio management.
• Strong proficiency in MS Office and Bloomberg.
• Knowledge of quantitative methods.

Benefits and What You Can Expect

• 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.