Trust Marketing Officer
Standard Chartered Bank - Philippines - SCB (Philippines)
Job Description
1To offer trust products and services to cliemts based on their personal and financial as well as investment needs and objectives with due skill, care and diligenceKey Roles & Responsibilities
1Accept referrals from other parts of the Banks and SCB Group for various trust products and services
2Ensure to understan the features and risks of the various trust products and services ans its underlying investment outlets
3Explain and communicate trust products and services and its accredited investment outlets clearly, accurately and comprehensively to clients and authorized branch personnel
4Provide avenues for client forums, branch visits, and 3rd party fund house updates
5Conduct trainings to bank account officer on the features of Trust products and services
6Coordinate with Branches on trust investment outlet related queires and requirements
7Participate in marketing and promotional activites for customer acquisition and retentions
8Ensure that all marketing materials and documentary requirements are up to date and adhere to legal and compliance requirements
9Handle customer issues, complaints, product enquiries in a timely, problem-free and responsive manner
10Recomment improvements in operational processes, procedures and products based on monitoring of customer feedbak to ensure constant enhancement of service levels and efficiency
11Assist in the expansion of product range of trust investment outlets
12Manage and align products according to local regulations confirming to Group/Local trust, legal and compliance issues
13Ensure the implementation and compliance of the service level agreements pertaining to directional trust products and services
14Ensure that agreement with 3rd party fund managers are current and approved by Legal and Compliance
15Proactively monitor fund performance of 3rd party fund manager
16Ensure that necessary due diligence on account is done (i.e. callback and sutiability assessment review)
17Prepares and cascade investment outlet term sheet duly approved by Legal and Compliance
18Expand product knowledge through coordination with related experts of trust investment outlet and 3rd party fund managers
19Comply with the Groups standards and regulatory requirements pertaining to Money Laundering and KYC
20Participate/support Banks efforts in combating money-laundering activities
Qualifications & Skills
1At least five (5) years Trust Operations, or Sales or Marketing Experience any financial institution ideally with Fund House or Brokerage Securities
2Knowledge of banking procedures/routines, especially those related to Trust and Investment Services operations or in similar/related fields, and Trust Products.
3Sound knowledge of banking laws as this relates to trust, other fiduciary business and investment management activities
4Effective oral and written communication skills
5People-oriented
6Flexibilty and mobility
7Must have the ability to work efficiently in a high pressured environment
8Must possess an anlytical mind and can exercise mature judgement
Diversity & Inclusion
Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. By building an inclusive culture, each employee can develop a sense of belonging, and have the opportunity to maximise their personal potential.
Company Description
Standard Chartered PLC is a leading international bank, listed on the London, Hong Kong and Mumbai stock exchanges. It has operated for over 150 years in some of the world's most dynamic markets and earns more than 90 per cent of its income and profits in Asia, Africa and the Middle East. This geographic focus and commitment to developing deep relationships with clients and customers has driven the Bank's growth in recent years.With 1,700 offices in 70 markets, Standard Chartered offers exciting and challenging international career opportunities for around 85,000 staff. It is committed to building a sustainable business over the long term and is trusted worldwide for upholding high standards of corporate governance, social responsibility, environmental protection and employee diversity. The Bank's heritage and values are expressed in its brand promise, Here for good.
Additional Information
- Posted:
- July 20, 2012
- Type:
- Full-time
- Experience:
- Not Applicable
- Functions:
- Information Technology
- Industries:
- Banking, Financial Services, Investment Banking
- Employer Job ID:
- 343580
- Job ID:
- 3422608
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