Trust Relationship Associate

Chinabank PH; Makati; On-site; PHP 279,000 - 446,000; Full time

Job summary

Chinabank PH in Makati seeks a Trust Relationship Associate to support Trust Relationship Officers in servicing and administering trust accounts. You will assist in the end-to-end lifecycle, including openings, maintenance, and periodic reviews with focus on KYC/AML compliance.

You will handle client inquiries, coordinate with branches, and prepare documentation. Strong communication, attention to detail, and MS Office proficiency are essential.

Qualifications

• College degree or equivalent
• Fresh graduates are welcome to apply
• Knowledge of economics, finance and management
• Personable, patient and amiable
• Strong written and oral communication skills
• Proficient in Microsoft Office (Word, Excel, PowerPoint)

Responsibilities

• 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

Skills

Communication skills

People-oriented

Oral and written communication

Interpersonal skills

Education

College degree

Tools

Microsoft Office

Job description

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

• College graduate
• 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)