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Job Mandate
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- Primarily responsible for the day-to-day account management/administration, portfolio mix design, portfolio management/administration, client servicing/ relationship and profitability of accounts and funds assigned to him/her.
- Primarily responsible for the delivery of his/her volume budget.
- Primarily responsible for the marketing and solicitation activities and efforts covering his/her existing accounts.
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- Responsible for generation of additional funds from presently managed accounts/funds.
- Assists in Business Development activities to generate new accounts for Trust via referrals.
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Duties and Responsibilities
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- Regularly reviews, manages, administers and services of accounts/funds assigned to him/her.
- Follows policies and guidelines for the proper and efficient administration and management of assigned accounts.
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- Executes investment programs and strategies based on client’s current and/or future objectives/requirements, as well as house recommendation.
- Regularly reviews and monitors each account’s fund performance to ensure the soundness, liquidity and growth of each assigned account’s aggregate fund level. Handles the day-to-day portfolio strategies to ensure profitability of the simple and moderate accounts managed.
- Reviews balance sheet, income statement and other related reports to clients prior to submission.
- Prepares and handles the necessary periodic account performance presentation (written/oral) to clients/Retirement Committees for the simple and moderate accounts managed.
- In coordination with Section Head, packages trust services to tailor fit such with client needs/requirements.
- Conducts regular client calls to establish/continue client rapport.
- Implements and ensures compliance to all corresponding provisions found in agreements/contracts/plans. Implements specific instructions, terms and conditions of all trust accounts assigned to him/her.
- Implements and ensures compliance to pertinent BSP, SEC, BIR regulations, bank policies and Trustcom guidelines impacting on the management of accounts assigned to him/her.
- Ensures prompt and efficient response to the delivery of services specifically required by the accounts.
- Coordinates with other Trust Units and bank units for his/her client’s requirements; and maintains close and direct liaison with clients and/or their authorized representatives through calls, conferences.
- With prior consultation with the Head, attend to all requirements that may need legal counsel’s advise/opinion specifically as they relate to:
- Fiduciary responsibilities of the Bank as it pertains to agreements/contracts entered into with client accounts assigned to him/her.
- Legal and/or regulatory matters that impact any client account specifically assigned for management/administration.
- With respect to marketing and solicitation of additional accounts, specific tasks to be performed/accomplished shall include, but not limited to:
- Contribution to the volume budget of the Section.
- Identification of prospective clients;
- Function as a contact person for the business relationship with prospective clients;
- Cross-sells products/services of the Bank and affiliates.
- Implements and ensures compliance to internal/external audit policies and guidelines covering the accounts under his/her management. Accountable for audit findings on accounts managed.
- Assists the Section Head in all other matters deemed necessary, such as:
- Preparation of the necessary internal memoranda for the Board of Directors, Trust Committee and Bank proper relative to approvals, notation and information.
- Formulation of necessary responses for internal and external audit for accounts assigned to him/her.
- Servicing requirements/queries of other Bank Units and clients on Trust Products and accounts.
- Participates in Trust and Bank projects and undertakings.
- Performs other duties, functions and/or responsibilities that may be assigned
from time to time.
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Minimum Qualification Requirements
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Education
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Bachelor’s degree relevant to the job
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Work Experience
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- Work experience in Banking or any Financial Institution
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Knowledge Area
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- BDO Organizational Understanding
- BDO Bank sales and operations policies, processes and procedures understanding
- BDO Products and Services Knowledge
- BDO Bank platforms and systems, if any
- Knowledge of techniques and tools
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Skills
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- Problem Solving and Decision-making skills
- Communication Skills
- Organization skills
- Negotiation skills
- Presentation skills
- Conflict management skills
- Data analysis skills
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Personal Attributes
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- Learning agility
- Professionalism, Personal Credibility and Personal Integrity
- Flexibility and adaptability
- Stress Tolerance
- Teamwork and Collaboration
- Initiative and Resourcefulness
- Business Savvy
- Innovativeness/Creativity
- Strategic Perspective
- Customer Focus
- Technical Competence
- Excellence in Execution
- Coaches and Develops Others
- Develops Strong Networks/Partnerships
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Professional Certification & Licenses
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Certification from Trust Institute Foundation of the Philippines
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Others
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- He/she must be fit and proper for the position, and in this regard, the following shall be considered:
- Integrity/probity,
- Physical and mental fitness,
- Competence,
- Relevant education and financial literacy training,
- Diligence, and
- Knowledge/experience.
- He/she must be a member of good standing in the relevant industry, business or professional organization.
- He/she must have the ability to breakdown complex problems and provide alternative solutions.
- He/she must have the ability to embrace change and work comfortably in a fast-paced, multi-cultural, matrix environment.
- He/she must be capable of expressing him/herself clearly and succinctly in speech and writing - communicating in a focused and compelling way that captures and holds others’ attention.
- Willing to travel
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