Trust Client Portfolio Sales Officer

About the Job

Location: Bonifacio Global City (BGC

)Corporate Title: Junior Officer to Senior Manage

rWork Arrangement: Onsit

e
Our Financial Markets & Wealth Management team is looking for experienced professionals to join us in BGC, Taguig in the role of Trust Client Portfolio Sales Office

r.
In this role, you will be responsible for developing and managing client relationships by offering tailored trust and investment solutions. You will engage in client calls, coordinate instructions with the Trust Division, and build investment portfolios aligned with each clients goals and risk profile. You will also propose product enhancements, provide regular updates on new offerings, ensure full regulatory compliance, and conduct training sessions to enhance client understanding of trust and investment produc

ts.
Your dream. Our fo

cus.
East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experi

ence.
We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attai

nment.
Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to s

uccess.
What the role wil

• l entail
  Actively engage in client calls and coordinate the execution of client instructions within the Trust
• Division.Utilize various trust products to construct and manage portfolios that optimize returns based on client risk t
• olerance.Propose enhancements to trust products and services to support client acquisition and r
• etention.Generate and present sales and volume reports to monitor business per
• formance.Ensure strict compliance with AMLA, KYC, and suitability
• policies.Conduct UITF and Feeder Fund training programs for clients and internal
• partners.Ensure the timely completion of account opening documents and annual account reviews, and address audit findings or complia

nce gaps.
What we're l

• ooking for
  Bachelors Degree in Business, Marketing, Finance, or a rel
• ated field.Unit Investment Trust Fund (UITF)
• Certified.At least 1 year of experience in Marketing & Sales, Treasury Marketing, Trust Marketing, Investment Houses, Mutual Funds, or rela
• ted fields.Proficient in Trust & Investments Product Development, Marketing, Relationship Management, and financial r

egulations.
What you can expect from join

• ing our team
  Career development and training
• opportunitiesCompetitive salary package
• and benefitsPerformance-based incentives and recognition programs to reward high-performin
• g individualsOpportunity to work with industry experts and be men
• tored by themDefined career progression paths to guide you in your profes

sional growth
To know more about us, and our career opportunities, visit https://careers-page.com