Search by job, company or skills

RCBC Bankard

Trust Sales Officer

RCBC Bankard
Philippines
3-5 Years
Save
new job description bg glownew job description bg glow
  • Posted 10 days ago
  • Be among the first 10 applicants
Early Applicant

Job Description

Job Summary

  • Generates additional Trust business volume and income for the Bank.

How will you contribute

  • 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 client's risk profile, for new accounts opened.
  • Prepares short and long term marketing plans, which set the thrust or emphasis of the team's 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.

What will make you successful

  • 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.

More Info

Job Type:
Permanent Job
Industry:
Other
Function:
Finance
Employment Type:
Full time

About Company

RCBC Bankard

Job ID: 147606459

Jobs by Skill - IT
Jobs by Skill - Non IT
Jobs By Industry
International Jobs
Jobs in Top Cities
Popular Jobs
Last Updated: 23-05-2026 09:03:53 PM
Homejobs in PhilippinesTrust Sales Officer

Similar Jobs

Trust Sales Officer

RCBC Bankard
Philippines

Skills:

Product Development, Portfolio Management, Financial Markets, Customer Due Diligence, Enhanced Due Diligence, Marketing Plans, Trust products and services

Trust Client Portfolio Sales Officer

East West Banking Corp
Taguig, Philippines

Skills:

Product Development, Relationship Management, Financial regulations, Trust Investments, Marketing