Trust Client Portfolio Sales Officer

About the Job

Location: Bonifacio Global City (BGC)
Corporate Title: Junior Officer to Senior Manager
Work Arrangement: Onsite

Our Financial Markets & Wealth Management team is looking for experienced professionals to join us in BGC, Taguig in the role of Trust Client Portfolio Sales Officer.

In this role, you will be responsible for developing and managing client relationships by offering tailored trust and investment solutions. You will engage in client calls, coordinate instructions with the Trust Division, and build investment portfolios aligned with each clients goals and risk profile. You will also propose product enhancements, provide regular updates on new offerings, ensure full regulatory compliance, and conduct training sessions to enhance client understanding of trust and investment products.

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