Location
, , philippines
Job Type
Full-time
Posted
May 27, 2026
Job Description
How You'll Contribute
- Oversee the administration and management of existing and new trust clients.
- Ensure compliance with regulatory requirements, trust policies, client agreements, and instructions.
- Enhance relationships with existing trust clients by providing efficient service and adhering to agreed turnaround times (TAT) on deliverables. Client Relationship Enhancement
- Develop and maintain strong relationships with clients.
- Regularly engage with clients to understand their needs and provide personalized solutions.
- Handle day-to-day client interactions regarding investment maturities and desired dispositions. Compliance and Risk Management.
- Ensure all activities comply with internal and external regulations.
- Monitor and address issues related to internal and external audits.
- Ensure proper documentation and timely follow-ups on client onboarding and transactional documents. Revenue Generation ...