Account Servicing Manager - Taguig, Pilipinas - Metrobank

    Metrobank
    Metrobank Taguig, Pilipinas

    2 linggo ang nakalipas

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    Paglalarawan
    Job Summary:

    To execute day-to-day transactional requirements of customers of the Account Management Division in a timely and compliant manner, to enable AUM and profitability growth and deepen customer relationships.
    • Provides transactional support to Account Managers of Trust to enable timely and compliant execution of client instructions, which may includes the following: Contributions ,Withdrawals and Investment orders of non-discretionary accounts
    • Ensures that fixed income maturities, interests and dividend income are monitored and deployed in a timely manner
    • Ensures that clients' investment instructions are serviced in a timely and organized manner, including time deposits, primary issuances, and secondary market orders
    • Internal coordination of client orders/instructions with various providers within TBG and bank proper, as applicable.
    • Ensures that all transactions are compliant with internal and external regulations. Reviews appropriateness of the transactions and submitted documentary requirements relevant to transactions and flags non-compliant orders to the handling Account Manager.
    • Performs other related functions that may be assigned from time to time.

    Qualifications:

    • Knowledgeable in Trust regulations, internal policies and procedures
    • Understands investment and portfolio management
    • Good interpersonal and communication skills (both in oral and written form)
    • Ability to work effectively with cross-functional teams
    • Well-organized, detail-oriented
    • Able to multi-task and organize tasks by priority
    • SEC Fixed Income Salesman (Phase 1 and 2)
    • UITF Certification Program (UCP)