Trust Portfolio Sales Specialist

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

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.