Trust Relationship Associate

Chinabank PH; Makati; In loco; PHP 223.000 - 446.000; Tempo pieno

Descrizione del lavoro

Chinabank PH in Makati is seeking a Trust Relationship Associate to assist Trust Relationship Officers in servicing and administering trust accounts. You will handle transactions, respond to client inquiries, and maintain compliance with KYC/AML standards.

The role involves coordinating with branches, preparing documentation, and producing regular reports while supporting marketing activities. Fresh graduates are welcome to apply for this entry-level position in a dynamic Trust Sales and

Competenze

• Graduate of any business course
• Fresh graduates are encouraged to apply
• General knowledge of economics, finance, and management
• With pleasing personality, people-oriented, patient and amiable
• Effective oral and written communication skills
• Knowledgeable in Microsoft Office (Word, Excel and PowerPoint)

Mansioni

• Assist Trust Relationship Officers in servicing and administration of trust accounts
• Process transactions (account opening, maintenance, contributions, withdrawals) accurately
• Handle client inquiries and provide timely support
• Prepare and maintain account documentation in compliance with KYC/AMLA requirements
• Coordinate with branches on document submission and account updates
• Generate reports and provide administrative support to the team
• Support marketing-related activities (e.g., email communications)
• Ensure compliance with internal policies and regulatory standards

Conoscenze

Communication skills

MS Office

Customer service

Attention to detail

Formazione

Business degree

Strumenti

MS Word

MS Excel

PowerPoint

Descrizione del lavoro

The Trust Relationship Associate provides overall assistance to the Trust Relationship Officers (TROs) of Trust Sales and Marketing Division in terms of account servicing, documentation and day-to-day administration of trust accounts. Supports the TROs in the end-to-end life cycle of trust accounts including periodic accounts review process.

What You Will Be Doing

• Assist Trust Relationship Officers in servicing and administration of trust accounts
• Process transactions (account opening, maintenance, contributions, withdrawals) accurately
• Handle client inquiries and provide timely support
• Prepare and maintain account documentation in compliance with KYC/AMLA requirements
• Coordinate with branches on document submission and account updates
• Generate reports and provide administrative support to the team
• Support marketing-related activities (e.g., email communications)
• Ensure compliance with internal policies and regulatory standards

What Success Looks Like

• Timely and responsive client support
• Complete and compliant documentation
• Smooth coordination with branches and teams
• Consistent delivery of reports and admin tasks
• Strong attention to detail and organization
• Adherence to regulatory and internal standards

Qualifications We Value

• Graduate of any business course
• Fresh graduates are encouraged to apply
• General knowledge of economics, finance, and management
• With pleasing personality, people-oriented, patient and amiable
• Effective oral and written communication skills
• Knowledgeable in Microsoft Office (Word, Excel and PowerPoint)