Trust Sales and Marketing Officer - Davao

Maybank; Davao City; On-site; PHP 334,800 - 558,000; Full time

Job summary

Maybank is looking for a Trust Sales and Marketing Officer in the Philippines to achieve AUM and revenue targets. This role includes implementing strategic sales and marketing activities, monitoring document submissions, and engaging with clients through various marketing initiatives.

The ideal candidate should hold a college degree and have at least one year of experience in Trust or Investment Management, or relevant training and certifications. This position offers a dynamic work environment focused on client engagement.

Qualifications

• 1 year of experience in Trust or Investment Management.
• Completion of at least 90 training hours on relevant activities.
• Professional certification in a related field preferred.

Responsibilities

• Acquire new business through various marketing activities.
• Implement cross-selling initiatives based on customer needs.
• Respond to queries related to products and services.
• Regularly visit branches for product briefings.
• Coordinate onboarding documentation with Account Servicing Team.
• Monitor submission of original Trust documents.

Skills

Client acquisition

Sales and marketing strategies

Cross-selling

Customer service

Education

College degree in banking, finance, economics, marketing, or accountancy

Job description

The Trust Sales and Marketing Officer is responsible for achieving AUM (volume) and revenue targets for the assigned area. Implementation of daily Strategic & Tactical Sales and Marketing activities. Monitors submission of original Trust documents (new account opening).

Your Impact

• Identifies and acquires new business through client calls, proposals, product briefings, road shows, financial wellness presentations and other marketing projects
• Develops and implements cross-selling initiatives in consideration of customer needs and market opportunities
• Responds to general queries related to products & services
• Visits branches and wealth centers on a regular basis for product briefings
• Follows through on referrals from branches, wealth, existing clients and other units
• Handles documentation of new customer requirements and coordinates with Account Servicing Team for onboarding of the account
• Monitors document deficiencies of new accounts. Makes sure that submission of original Trust documents and other aging documents are on track

Your Profile

• College graduate with a course in banking, finance, economics, marketing or accountancy
• At least one (1) year actual experience in Trust, Other Fiduciary Business, or Investment Management Activities; or
• Completion of at least ninety (90) training hours on trust, other fiduciary business, or investment management activities acceptable to the BSP; or
• Completion of a relevant global or local professional certification program
• Preferred BUT not required: SEC-Fixed Income Market Salesman
• Preferred BUT not required: 1-year course on Trust Operations and Investment Management (Trust Institute Foundation of the Philippines)