PRODUCT SERVICING OFFICER
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Position Title: Product Servicing Officer
Job Summary:
Responsible for the Department’s activities related to: Compliance and Audit, Product Manual Management, Administration, and other duties. Should be knowledgeable of and regularly update with product-related concerns and issues.
Role Exposure:
Compliance and Audit
- Handles regulatory approvals of and review queries on new Trust products and amendments/ changes of existing ones
- Ensures strict compliance of all Trust products to internal policy and procedures and external regulations
- Keeps TBG updated on regulatory developments particularly affecting Trust products
- Coordinates audit of products and related processes
Product Manual Management
- Develops, reviews, maintains, and updates TBG’s product manuals, seeks appropriate inputs and approvals, and communicates any changes across all concerned stakeholders across TBG and the Bank
- Handles Committee approvals of new and existing policies and procedures under the Product Manual
Administration
- Ensures availability of Declaration of Trust, Product Matrix and Key Investor Information Document (KIIDS) and other documents, notifications, and/or forms for Trust products to relevant stakeholders
- Sets up Trust products in Trust Systems and Channels
Qualifications:
- Is analytical and has problem solving skills
- Creative with good communication skills
- Attentive to details and time efficient
- Can multi-task
- Proficient in all Microsoft Office applications
- Experience in Product Development or Project Management is an advantage
- Knowledgeable in investments or trust banking is an advantage
Location: BGC, Taguig City