Trust Marketing Officer- Trust and Investments Group)

BDO Unibank; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

BDO Unibank in Makati is seeking a marketing/finance professional to drive AUM and income targets through active participation in the bank’s marketing activities. You will strengthen sales by regular branch visits and presenting to area meetings, while ensuring accurate documentation and timely updates to branches.

The role requires a Bachelor's degree with 2 years' experience in marketing, banking, or finance, plus strong communication and negotiation skills.

Qualifications

• Bachelor's degree in Marketing, Banking or Finance with at least 2 years' experience
• Effective communication and negotiation skills
• UCP accreditation and one-year TIFP course would be an advantage

Responsibilities

• Ensures accomplishment of unit’s AUM and income targets through participation in the Bank’s marketing activities
• Strengthens sales activities through regular branch visits and presentations to area/ region meetings
• Responsible for the achievement of given target and contributes to the unit’s objectives and targets
• Receives client bookings through branches and matches these with the available investment outlets
• Oversees completeness of required documents submitted by branches
• Prepares and prints needed marketing/sales reports
• Checks PERA account and initial contribution orders processed within the day
• Ensures compliance with audit findings and coordinates for resolution
• Streamlines processes and recommends automation of manual activities
• Performs other related functions and attends to inquiries from branches and clients

Skills

Effective communication

Negotiation

Education

Bachelor's degree

Job description

• Ensures accomplishment of unit’s AUM and income generation targets through participation in the Bank’s marketing activities
• Strengthens sales activities through regular branch visits and presentation to area/ region meetings
• Responsible for the achievement of given target and contributes to the unit’s objectives and targets
• Keeps informed of new product features and procedures, industry and current events
• Provides branches with timely updates and informs them of important developments as the need arise

Administrative Functions

• Receives client bookings through the branches and matches these with the available investment outlets for the day as well as orders for Long- Term New Issuances and securities from the secondary market
• Oversees completeness of required documents submitted by branches for the account termination
• Prepares and prints needed marketing/ sales reports
• Checks PERA account and initial contribution orders processed within the day

Audit and Compliance

• Ensures compliance to all audit findings and coordinates with concerned units for immediate resolution
• Monitors Key Result Indicator (KRI) breaches and limits
• Performs annual Enhanced Due Diligence (EDD) for high-risk clients and as needed, conduct EDD on client / account triggers by SAS alert or AMLA related issues
• Conducts account review to ensure management of retail accounts are in accordance with the agreement and in compliance with internal and regulatory policies and procedures

Other Functions

• Streamline processes and recommend automation of manual activities and system enhancements
• Performs other related functions and special projects that may be assigned from time to time
• Answers inquiries and attends to concerns and special requests from the branches, clients and other distribution from time to time
• Handles and resolves cases escalated from BDO call center and branches as well as ensuring high level of customer satisfaction without compromising the Bank’s policies and profitability

Qualifications:

• Bachelors degree graduate with at least 2 years' experience in Marketing, Banking or Finance, preferably gained from a bank, Trust or other financial institution
• Effective communication and negotiation skills
• UCP accreditation and one-year TIFP course would be an advantage