Trust Investments Officer

East West Banking Corporation; Taguig; Sur place; PHP 600 000 - 800 000; Plein temps

Avantages offerts par ce poste

Career development and training opportunities

Competitive salary package and benefits

Performance-based incentives and recognition programs

Résumé du poste

East West Banking Corporation is seeking a Trust Investments Officer in Bonifacio Global City. This role involves overseeing portfolio management and implementing asset allocation strategies. Ideal candidates will have a Bachelor's degree in Business, a CFA designation is advantageous, and at least one year of experience in investment trading and fund management. The position offers career development opportunities, competitive salaries, and performance-based incentives in a dynamic workplace focused on team development.

Qualifications

• CFA Charterholder or candidate is an advantage.
• At least one year of experience in investment trading and fund management.
• Hands-on experience on multiple asset classes.

Responsabilités

• Oversee portfolio management in adherence to approved investment policies.
• Implement effective asset allocation methodologies for newly acquired accounts.
• Provide expert recommendations on appropriate investments tailored to managed portfolios.

Connaissances

Investment trading

Fund management

Financial regulations

Portfolio management

MS Office proficiency

Bloomberg knowledge

Formation

Graduate of Bachelor's degree in Business or equivalent

Outils

Bloomberg

Description du poste

About The Job

Location: Bonifacio Global City (BGC)

Corporate Title: Junior Officer 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.

Your dream. Our focus.

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

• 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.

What We're Looking For

• 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.
• Hands-on experience on multiple asset classes.
• Strong proficiency in MS Office and Bloomberg.
• Knowledge of quantitative methods.

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.