Trust Sales Officer

RCBC


Date: 6 hours ago
City: Cebu 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

Rewards Club & Membership Associate

NUSTAR Resort, Cebu City
3 days ago
DepartmentRewards Club & MembershipEmployee TypeProbationaryJob ResponsibilitiesData entry and management for membership records.Ensures compliance with data privacy policies.Outside membership acquisitions.Promotes and markets the loyalty program.Assists loyalty program partnerships with other establishments.Executes promotional activities and campaigns.Assists in inventory management and monitoring.Reporting for internal use.Handle calls and email (both internal and external).Addresses guest inquiries, concerns, and feedback.Conducts on-site membership support and engagement activities.QualificationsCommunication...

KC Finance Accounts Receivable Supervisor

Kuehne+Nagel, Cebu City
6 days ago
It's more than a job As a finance professional at Kuehne+Nagel, your work includes managing budgets, strategic planning, and overseeing financial operations. You also help make ordinary and special moments possible for people around the world. Because your financial diligence allows your colleagues across the company to stay focused on the core of their work, whether it's getting vital healthcare...

Accounting Professional

QBE, Cebu City
6 days ago
Primary Details Time Type: Full time Worker Type: Employee The purpose of this role is to contribute to accounting and reporting activities by performing routine and moderately complex financial tasks with a focus on accuracy, timeliness, and compliance with applicable regulations and internal policies. The role contributes to processing financial transactions, analysing data, preparing reports, and assisting with budgeting processes...