Found 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 Produc...