Your Role
The Trust Investment Officer is responsible for the investment and trading activities of the Trust Portfolio and Investment Unit, ensuring compliance with bank policies and government regulations. Additionally, the incumbent ensures the effective management of the Trust Portfolio and Investment Unit, contributing to the overall growth and stability of the organization.
Your Impact
- Timely source alternative investment outlets for trust clients.
- Provide detailed information on primary issuances suitable for clients.
- Successful sourcing and recommendation of suitable investment opportunities
- Prepare timely credit evaluations for all counterparty lines.
- Identify and propose new counterparty investments that align with the risk appetite of trust clients.
- Ensure that all activities comply with Trust rules and regulations.
- Avoid exposure to financial and non-financial risks through rigorous control measures.
- Compliance with internal and external regulations.
- Effective risk management and minimization of potential exposures.
- Oversee the Trust Portfolio and Investment Unit to ensure adherence to bank policies and regulatory requirements.
- Embed controls in day-to-day activities to mitigate financial and non-financial risks
Your Profile
- College graduate of any business course, preferably in the field of Finance, Economics, or Business Administration.
- At least 1 years in Trust Business, OR at least 3 years in Trust Investments or Trading and must have completed at least 90 training hours in Trust, Other Fiduciary Business or Investment Management activities acceptable to BSP; or
- At least 1 years actual experience as officer of a bank and must have completed relevant global or local professional certification program
- Treasury Certificate Program (TCP) is recommended
- Trust 1-year course (TIFP) is required
