Sales Officer - Trust Retail Sales

RCBC


Date: 10 hours ago
City: Makati City
Contract type: Full time
Job Summary

  • Generates additional Trust business volume and income for the Bank.

How will you contribute?

  • Generates additional trust income by soliciting and opening new trust accounts and promotes the cross-selling of trust products in branches and other cross-selling partners
  • Keeps abreast with updates on the Bank and BSP policies as stipulated in the Anti-Money Laundering and Terrorist Financing Prevention Program (MLPP) through circulars, required seminars/programs and adheres to said policies.
  • Conducts proper Know-Your-Client (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD) depending on client's risk profile, for new accounts opened.
  • Prepares short and long term marketing plans, which set the thrust or emphasis of the team's selling and marketing activities.
  • Conceptualizes, develops and launches new trust products and services in coordination with the Product Development Officer and performs product support and monitoring activities to ensure continued growth in volume.

What will make you successful?

  • Three (3) years industry experience in any financial institution in a Marketing Officer capacity.
  • Working knowledge of the various Trust products and services and the different regulations governing the Trust business. Familiarity and exposure to Portfolio Management and Financial Markets.

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Client Operations / Admin Coordinator

RunRemote, Makati City
5 days ago
Client Operations / Admin Coordinator, are you there?Hey there! We're looking for a Client Operations / Admin Coordinator for an Australian-based RegTech company. If you enjoy solving operational challenges, improving systems, and proactively keeping everything running smoothly behind the scenes, keep reading! 100% Remote Salary in AU$2,000 – AU$2,500 per monthPhilippines – Reporting to the Australian team (9:00 am –...

Software Developer

Cityland Development Corporation, Makati City
1 week ago
Development of web-based applications.Future of re-development of legacy systems into web-based applications.User assistance.Testing and documentation as part of full software development life cycle.Graduate of BS Computer Science or Information TechnologyPositive work attitudeFresh graduates are welcome to apply2 Full-time positions available

Executive, E-commerce (Contract)

PUMA Group, Makati City
3 weeks ago
SPEED & SPIRIT is what we look for in our candidates, defined by some simple values that inspire us to BE DRIVEN in our performance, BE VIBRANT in our sporting legacy, BE TOGETHER in our team spirit, and BE YOU to let our individual talent and experience shine. Applying for a job at PUMA is easy and all genders are...