Trust Sales Officer

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 clients risk profile, for new accounts opened.
• Prepares short and long term marketing plans, which set the thrust or emphasis of the teams 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.