Trust Relationship Officer

Chinabank PH; Makati; On-site; PHP 670,000 - 1,339,000; Full time

Job summary

Chinabank PH is seeking a Trust Relationship Officer in Metro Manila to grow Corporate Trust by building new client relationships and servicing existing accounts. You will collaborate with various teams to introduce trust and investment solutions while ensuring timely and compliant account management.

The role focuses on relationship growth, credible client engagement, and delivering tailored trust banking services within a regulated environment.

Qualifications

• Bachelor’s degree required.
• At least 3 years in trust/portfolio management at a managerial level.
• Knowledge of trust banking, investments, and relevant regulations.
• Strong relationship-building, negotiation, presentation, and business writing skills.
• Proactive communicator and cross-functional collaborator across the Bank.

Responsibilities

• Build a pipeline of prospective clients through your network, referrals, and partnerships across the Bank.
• Prepare proposals, portfolio recommendations, presentations, and client meeting materials.
• Meet with prospective clients to discuss trust products and investment options.
• Strengthen existing relationships by identifying opportunities for additional investments and banking solutions.
• Manage day-to-day requirements of assigned trust accounts, including monitoring maturities and cash balances.
• Coordinate client instructions with the appropriate teams.
• Prepare and present periodic fund performance updates with Investment Officers.
• Review accounts to keep documentation, investments, and administration updated and compliant.
• Maintain complete client records and ensure transactions follow internal policies and regulations.

Skills

Relationship-building

Negotiation

Presentation

Collaboration

Client communication

Regulatory knowledge

Education

Bachelor’s degree in Business, Finance, Economics

Tools

MS Word

Excel

PowerPoint

Job description

You’re someone who enjoys building relationships, understanding clients’ financial needs, and turning opportunities into long-term partnerships.

As a Trust Relationship Officer, you will help grow our Corporate Trust business by developing new client relationships while taking care of existing accounts. You’ll work closely with clients and different teams across the Bank to introduce trust and investment solutions, respond to account needs, and ensure each relationship is managed with care and attention.

What You Will Be Doing

• Build a pipeline of prospective clients through your own network, referrals, and partnerships with branches and other units across the Bank.
• Prepare proposals, portfolio recommendations, presentations, and other materials for client meetings.
• Meet with prospective clients to discuss appropriate trust products, services, and available investment options.
• Strengthen existing relationships by identifying opportunities for additional investments and relevant banking solutions.
• Manage the day-to-day requirements of assigned trust accounts, including monitoring investment maturities and cash balances.
• Coordinate client instructions such as additional contributions, withdrawals, and benefit payments with the appropriate teams.
• Prepare and present periodic fund performance updates to clients in coordination with Investment Officers.
• Review assigned accounts to keep documentation, investments, and account administration updated and compliant.
• Maintain complete client records and ensure transactions follow internal policies and applicable regulations.

What Success Looks Like

You’ll succeed in this role when you are able to:

• Bring in new corporate trust relationships and deepen existing client accounts.
• Build credibility with clients by understanding their needs and offering relevant trust, investment, and banking solutions.
• Provide reliable and responsive service throughout the client relationship.
• Keep assigned accounts well-managed, properly documented, and compliant.
• Deliver meaningful portfolio and fund performance discussions that help clients stay informed about their investments.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• At least 3 years of experience in trust and/or portfolio management in a managerial capacity.
• Good understanding of trust banking, banking products, investments, and relevant regulations.
• Strong relationship-building, negotiation, presentation, and business writing skills.
• Effective communicator who is comfortable engaging with clients and collaborating across different areas of the Bank.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• Knowledge of legal documentation and relevant tax, securities, and trust regulations is an advantage for the role.

What You Can Expect Here

This role gives you broad exposure to relationship management, investments, trust administration, and business development. You’ll collaborate with teams across Trust, Treasury, Institutional Banking, Private Banking, Consumer Banking, Legal, and other areas while working directly with corporate clients and external partners.

It’s a strong opportunity to deepen your expertise in trust and investment solutions while building the commercial and relationship-management experience needed for broader responsibilities in the business.