Relationship Manager for Institutional Accounts Management (Trust)

BDO's Trust and Investments Group understands that investors may have diverse investment objectives, risk-reward profiles and time horizons so we provide an array of products and services that will suit and support our client's needs.

The Relationship Manager has an important role as the one responsible for the day-to-day account management and/or administration, portfolio mix design, portfolio management/administration, client servicing and profitability of the simple and moderate accounts and funds assigned to him/her.

Duties and Responsibilities:

• Review, monitor, manage and administer all servicing requirements of assigned accounts following policies and guidelines for the proper and efficient management and administration
• Deliver his/her volume budget
• Generate additional funds from presently managed accounts/funds
• Assist in Business Development activities to generate new accounts for Trust via referrals
• Supervise the work of the Account Officer Assistants
• Implement and ensure compliance to internal/external audit policies and guidelines covering the accounts under his/her management

Your Qualifications and Your Experiences should be:

• Bachelor's degree graduate preferable Business course related
• At least two (2) years experience in account management handling trust products
• Certification from Trust Institute Foundation of the Philippines is preferred
• Have very good written and oral communication skills

You must be willing to work on site and be assigned in Makati/Ortigas.