Trust Sales Officer
RCBC
Date: 1 week ago
City: Makati City
Contract type: Full time
Job Summary
- Generates additional Trust business volume and income for the Bank.
- 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.
- 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 resumeSimilar jobs
Account Executive (Advertising | Digital Marketing)
HR TechX Corp.,
Makati City
5 days ago
Key Responsibilities:Client Acquisition & Lead Generation:Identify, prospect, and secure new business opportunities across multiple industries through networking, cold outreach, inbound lead follow-ups, and strategic partnerships.Sales Strategy Development:Collaborate with senior leadership to design and implement growth strategies, sales campaigns, and marketing initiatives aligned with company objectives.Relationship Management:Build and maintain long-term relationships with clients by understanding their business needs and offering tailored...
Internal Auditor (Process Improvement)
HR TechX Corp.,
Makati City
5 days ago
Role: Senior Internal Auditor - Process ImprovementRoles and Responsibilities:Leads planned audits into the company, including organizing teams, inspecting accounts, checking compliance with applicable laws, detecting ineffective or inefficient practices and verifying financial records.Organizes and present meaningfully detailed reports to communicate the results of an audit to company management.Supplements written reports with suggestions for changes in policy.Communicates with other departments to...
Digital Marketing Associate
TapTalent.ai,
Makati City
5 days ago
We're Hiring: Digital Marketing Associate! We are looking for a motivated and innovative Digital Marketing Associate to join our dynamic team. The ideal candidate will assist in developing and implementing effective digital marketing strategies to enhance our online presence, engage customers, and drive business growth. Location: Makati, Philippines Work Mode: Flexible office & remote Role: Digital Marketing AssociateWhat You'll Do...
