Channels Management Department Head

I. Job Summary

Responsible for the build-up of Trust Assets under Management (AUM) through marketing through alternative channels and platforms, outside of the BBG network (i.e. online, social media, etc).

Responsible for developing and implementing initiatives for the development of Trust Services Group's brand and solutions translating to new business, consistent with the overall direction and strategy as set by the Chief Trust Officer (CTO).

II. Duties and Responsibilities

• Designs and executes marketing strategies through alternative channels / platforms:

a. to create awareness for TSG's brand and solutions

b. to generate incremental and sales pipelines

• Oversees and manages the activities of the Department:

a. Mobilization of and support for the alternative distribution channels driven by the Trust Sales and Solutions Division (TSSD).

b. Monitors effectiveness of initiatives through leads monitoring.

c. Formulates and proposes marketing/business development strategies for the attainment of the Channels Management Department's assigned target.

• Oversees and manages the compliance with the following internal requirements of the Division:

a. Pipeline reports.

b. Pre-account opening review, clearances and approvals, in terms of documentation, funding, and for any process deviations.

c. Complete documentation and proper endorsement for newly opened accounts.

d. Sourcing of documents/regularization of deficiencies for clients administrative requirements.

• Consolidate reports as submitted by the Marketing Officers, such as but not limited to:

a. Volume monitoring reports.

b. Document deficiency monitoring reports.

c. Evaluates performance of officers and staff supervised.

d. Reports for the Trust and Investments Committee (TIC) Meeting and other management committees.

e. Recommends necessary operational enhancements for the Division.

f. Evaluates performance of the Channels Management Team through Pipeline Activity Reports and Monthly Financial Performance

g. Provides guidance and action plans for resolution to internal, external, and regulatory exceptions.

h. Conforms to internal guidelines, bank policies and regulations governing trust operations.

• Performs other duties as may be assigned by the TSSD Head or the CTO.

III. Qualifications

• Social media marketing savy
• Knowledgeable and experienced in executing online marketing strategies
• Completed the TIFP Program for trust is preferred
• Proficiency Canva, MS Excel and Word
• Creative and adept in marketing platforms and other channels/revenues for TSG, client relations, communication (oral/ written/ presentation skills)