Account Management Head for Trust and Investment Services Group

Job Details:

Responsible in including all duties and responsibilities stated in the UBP-TISG General Trust Manual and the MORB, but not limited to the following:

• Manage team personnel, including setting performance objectives, providing regular performance reviews, and assigning responsibilities and managing work flow.
• Perform KYC Procedures on UBP-TISG clients and prospective client, ensuring all documentary requirements to open and maintain an account are in order.
• Conduct client suitability assessment (CSA) prior the formulation of the Investment Policy Statement (IPS) for clients.
• Assess complete and accuracy of documentary requirements prior to account opening. - Perform post-investment and accounts review for all managed accounts.
• Perform rebalancing of manage account, and execute client instructions.
• Maintain relationship with clients by providing regular update on the clients portfolio, performance, as well as new product and service offered by UBP-TIS.
• Provide support to the product development and product enhancement efforts.
• Provide guidance and development in product enhancement efforts.
• Provide guidance and development on sound policies and procedures in handling client accounts.
• Work with wealth and investment group on providing market information, support and overall market strategy.
• Ensure compliance to client or product investment parameters.
• Ensure compliance to regulations and policies of the BSP and UBP Chairman of the Accounts review Committee (ARC) meetings.
• Reports to the trust committee all matters arising from client meeting and deviations.

Function

• Account/Relationship Management

Job Family

Sales, Marketing and Product

Classification

Sales-Revenue Generating

Overview

• Designated head of the Account Management and Governance Desk. Over all responsible for the day to day management of the Accounts Management Group handling all clients portfolio. Over all responsible in the post investment and accounts review for all managed accounts. Chairman to the Accounts Review Committee.