Trust Relationship Associate

China Bank Group; Manila; On-site; PHP 279,000 - 446,000; Full time

Job summary

China Bank Group in Makati is seeking a detail-oriented Trust Accounts Assistant to support Trust Relationship Officers in servicing trust accounts, documentation, and day-to-day administration.

You will process transactions, coordinate with branches, prepare documentation for KYC/AML compliance, generate reports, and assist with marketing emails, while upholding regulatory standards.

Qualifications

• College graduate with interest in economics, finance and management.
• Fresh graduates are encouraged to apply.
• Strong oral and written communication skills.
• Proficient in MS Office (Word, Excel and PowerPoint).
• Attention to detail and quality orientation.

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/AML 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

Attention to detail

Interpersonal effectiveness

People-oriented

Pleasing personality

Education

College degree

Tools

Microsoft Office

Job description

Makati Head Office, Bel-air, City Of Makati, Metro Manila, National Capital Region ( Ncr ), Philippines

Job Description

About You & the Role

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)
• Interpersonal Effectiveness
• Attention to Detail
• Quality Orientation

Job Snapshot

Updated Date

10-13-2026

Job ID

JOB_1669

Department

Middle Office

Location

Location Makati Head Office, Bel-air, City Of Makati, Metro Manila, National Capital Region ( Ncr ), Philippines