Trust Sales & Wealth Growth Officer

Maybank; Philippines; 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

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.