Trust Relationship Officer

China Bank Group; Manila; On-site; PHP 650,000 - 950,000; Full time

Job summary

China Bank Group in Makati, Metro Manila invites a Trust Relationship Officer to market and administer corporate trust services, including escrow, facility and note paying agency, and security trustee arrangements.

You will develop new business, strengthen client relationships, and ensure accounts comply with trust agreements and regulations. Growth opportunities exist within institutional banking and cross-selling trusts.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• At least 3 years of experience in trust banking or portfolio management, preferably in a managerial capacity.
• Knowledge of credit, financial, investment, and economic analysis.
• Familiarity with trust banking laws, relevant regulations, taxation, and legal documentation.
• Strong relationship management, communication, client service, and people management skills.

Responsibilities

• Generate new accounts through direct sourcing, referrals, client calls, and partnerships with other business units.
• Prepare proposals, presentations, and other materials that clearly explain corporate trust products and services.
• Manage the day-to-day administration of assigned accounts according to the applicable trust or agency agreements.
• Monitor account requirements, investment maturities, cash balances, instructions, and supporting documents.
• Maintain complete and updated account records while ensuring compliance with internal policies and external regulations.
• Collaborate with institutional banking, branches, legal, audit, and other trust professionals.
• Identify opportunities to cross-sell relevant investment and banking solutions.

Skills

Relationship management

Client service

Communication

People management

Financial analysis

Education

Bachelor's degree in Business, Finance, Economics, or related field

Job description

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

1 - 6 Years

Permanent

Job Description

About You & The Role

As a Trust Relationship Officer, you will market and administer corporate trust services, including Escrow, Facility and Note Paying Agency, and Security Trustee arrangements. You will also develop new business, strengthen existing client relationships, and ensure that accounts are managed according to trust agreements and applicable requirements.

What You Will Be Doing

• Generate new accounts through direct sourcing, referrals, client calls, and partnerships with other business units.
• Prepare proposals, presentations, and other materials that clearly explain corporate trust products and services.
• Manage the day-to-day administration of assigned accounts according to the applicable trust or agency agreements.
• Monitor account requirements, investment maturities, cash balances, instructions, and supporting documents.
• Maintain complete and updated account records while ensuring compliance with internal policies and external regulations.

What Success Looks Like

• Develops new corporate trust relationships and expands business with existing clients.
• Provides timely, accurate, and responsive service to clients and stakeholders.
• Administers accounts properly based on the agreed roles and responsibilities.
• Maintains complete, updated, and compliant account documentation.
• Identifies opportunities to cross-sell relevant investment and banking solutions.

Qualifications

We are looking for candidates with:

• A bachelor’s degree in Business, Finance, Economics, or a related field.
• At least three years of experience in trust banking or portfolio management, preferably in a managerial capacity.
• Knowledge of credit, financial, investment, and economic analysis.
• Familiarity with trust banking laws, relevant regulations, taxation, and legal documentation.
• Strong relationship management, communication, client service, and people management skills.

What You Can Expect Here

• Hands-on exposure to corporate trust, escrow, security trustee, and agency services.
• Opportunities to strengthen your expertise in trust administration and regulatory compliance.
• Experience managing complex accounts and working with corporate clients.
• Collaboration with institutional banking, branches, legal, audit, and other trust professionals.
• Opportunities to build long-term client relationships and contribute to business growth.

Job Snapshot