ACCOUNT MANAGER (TRUST BANKING GROUP)

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Position Title:  Account Manager

Job Summary:

• Acts a central point person and is responsible for the over-all relationship management with traditional trust clients 
• Responsible for the volume & income targets for traditional trust business
• Responsible for the evaluation & onboarding of new traditional trust clients
• Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
• Develop new business with existing clients and/or identify areas of improvement to meet profitability quotas
• Forecast and track key account metrics an prepare reports on account status
• Ensures adherence of the account management activities to the terms of the contract, internal bank policies and regulatory standards
• Collaborate with bank sales partners to identify and grow opportunities
• Assist with challenging client requests or issue escalations as needed

Role Exposure:

• Become well-versed in the trust banking industry
• Understand how trust products work and how this can help clients
• Discover future opportunities in Financial Markets Sector and Trust Banking Group

Qualifications:

• With at least three years of relevant work experience in trust banking and account management
• Strong stakeholder management; ability to match client's business requirements with Bank's products and services
• Effective communication, presentation, and negotiation skills
• Able to work in a fast-paced, competitive environment
• Candidates with TCP and SEC Fixed Income Market Salesmen certifications are highly preferred

Locations: BGC, North Luzon and South Luzon