Trust Business Development Officer

About the Job

Location : BGC

Corporate Title : Business Development Officer

Work Arrangement : Onsite

Our Financial Markets & Wealth Management team is looking for experienced professionals to join us in BGC , Taguig with the role of Business Development Officer .

The role actively engages in client calls, coordinates instructions with the Trust Division, and utilizes various trust products to optimize client portfolios based on risk tolerance. Additionally, the position involves proposing product and service improvements, updating clients on new offerings, and generating sales reports. The responsibilities also include ensuring compliance with AMLA, KYC, and suitability policies, conducting annual reviews, addressing deficiencies, and conducting UITF and Feeder Fund trainings.

Your dream. Our focus.

East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.

We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.

Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

What the role will entail

• Actively engage in personal and corporate client calls and coordinate the execution of client instructions within the Trust Division.
• Utilize various trust products to construct portfolios for clients, optimizing returns based on their risk tolerance.
• Propose enhancements to products and services for client acquisition.
• Generate regular sales and volume reports for internal clients to monitor progress.
• Ensure compliance with AMLA, KYC, and suitability policies.
• Create and conduct programs, including UITF and Feeder Fund Trainings.
• Ensure the timely completion of account opening documents, conduct annual reviews for covered accounts, and address findings and deficiencies identified in the reviews.

What were looking for

What you can expect from joining our team