- Timely source alternative investment outlets for trust clients.
- Provide detailed information on primary issuances suitable for clients.
- Successful sourcing and recommendation of suitable investment opportunities
- Prepare timely credit evaluations for all counterparty lines.
- Identify and propose new counterparty investments that align with the risk appetite of trust clients.
- Ensure that all activities comply with Trust rules and regulations.
- Avoid exposure to financial and non-financial risks through rigorous control measures.
- Compliance with internal and external regulations.
- Effective risk management and minimization of potential exposures.
- Oversee the Trust Portfolio and Investment Unit to ensure adherence to bank policies and regulatory requirements.
- Embed controls in day-to-day activities to mitigate financial and non-financial risks
- College graduate of any business course, preferably in the field of Finance, Economics, or Business Administration.
- At least 1 years in Trust Business, OR at least 3 years in Trust Investments or Trading and must have completed at least 90 training hours in Trust, Other Fiduciary Business or Investment Management activities acceptable to BSP; or
- At least 1 years actual experience as officer of a bank and must have completed relevant global or local professional certification program
- Treasury Certificate Program (TCP) is recommended
- Trust 1-year course (TIFP) is required
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The Investment Officer is responsible for financial analysis and modeling as well as business research. · ...
Taguig, Metro Manila2 linggo ang nakalipas
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The Investment Officer will play a key role in sourcing, evaluating, · and supporting investments in early stage (Series A & B) companies.The ideal candidate should have a strong foundation · in financial analysis, market research, · and strategic thinking,a passion for technolog ...
Pasig1 buwan ang nakalipas
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The Investment Officer will play a key role in sourcing, evaluating, · & supporting investments in early stage (Series A & B). The ideal candidate should have a strong foundation · & in financial analysis, market research, · & strategic thinking, · & with a passion for technology ...
Pasig3 linggo ang nakalipas
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This is a full-time on-site role for an Investment Officer located in Makati. · ...
Makati, National Capital Region3 linggo ang nakalipas
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The Investment Officer is responsible for managing and improving BPI Wealth's existing product offerings and providing customer specific investment ideas. This include generating new investment ideas and products, restructuring old funds/products, constant dialogue with global fu ...
Makati1 araw ang nakalipas
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The Investment Officer supports the end-to-end investment operations and portfolio management activities of the company. · The role is responsible for the accurate daily NAVPU and unit pricing execution, investment research and analysis, and preparation of marketing support mater ...
Makati, Metro Manila1 buwan ang nakalipas
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The Junior Investment Officer will be an integral part of ARQ's Investing team and will assist in pursuit of providing appropriate and innovative private mezzanine investment, and value creation to select promising Philippine SMEs. · ...
Makati, Metro Manila3 linggo ang nakalipas
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The Junior Investment Officer will be an integral part of ARQ's Investing team and will assist in pursuit of providing appropriate and innovative private mezzanine investment, and value creation to select promising Philippine SMEs. · ...
Makati3 linggo ang nakalipas
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The Financial Markets and Wealth Management Group is looking for experienced professionals to join us in BGC in the role of Trust Investments Officer. · ...
Taguig, National Capital Region1 buwan ang nakalipas
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About the Job · Location: Bonifacio Global City (BGC) · Corporate Title: Junior Officer to Senior Manager · Work Arrangement: Onsite · Our Financial Markets and Wealth Management Group is looking for experienced professionals to join us in BGC in the role of Trust Investments Off ...
Taguig1 linggo ang nakalipas
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Your Role · The · Trust Investment Officer · is responsible for the investment and trading activities of the Trust Portfolio and Investment Unit, ensuring compliance with bank policies and government regulations. Additionally, the incumbent ensures the effective management of the ...
Taguig, National Capital Region5 araw ang nakalipas
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This is a full-time on-site role for an Investment Officer located in Makati.The Investment Officer will be responsible for identifying, reviewing/evaluating, recommending, accrediting and monitoring, and securing Trust Committee (TC) approval for investment outlets, · as well as ...
Makati3 linggo ang nakalipas
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About The Job · Location: Bonifacio Global City (BGC) · Corporate Title: Junior Officer to Senior Manager · Work Arrangement: Onsite · Our Financial Markets and Wealth Management Group is looking for experienced professionals to join us in BGC in the role of Trust Investments Off ...
Taguig1 linggo ang nakalipas
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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, · Oversight portfolio management in adherence to approved investment policies. · Im ...
Taguig1 buwan ang nakalipas
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The Investment Officer will play a key role in sourcing, evaluating, and supporting investments in early stage (Series A & B). The ideal candidate should have a strong foundation in financial analysis, market research, and strategic thinking, with a passion for technology and inn ...
Pasig1 linggo ang nakalipas
-
Your Role · The Trust Investment Officer is responsible for the investment and trading activities of the Trust Portfolio and Investment Unit, ensuring compliance with bank policies and government regulations. Additionally, the incumbent ensures the effective management of the Tru ...
Taguig6 araw ang nakalipas
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The Investment Officer is responsible for managing and improving BPI Wealth's existing product offerings and providing customer specific investment ideas. This include generating new investment ideas and products, restructuring old funds/products, constant dialogue with global fu ...
Makati4 araw ang nakalipas
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The Investment Officer is responsible for managing the investment portfolios and liquidity requirements of schools. · ...
Mandaluyong1 buwan ang nakalipas
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The Investment Officer is responsible for managing the investment portfolios and liquidity requirements of schools. · ...
Mandaluyong, Metro Manila1 buwan ang nakalipas
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The Investment Officer is responsible for managing the investment portfolios and liquidity requirements of schools. · ...
Mandaluyong, National Capital Region1 buwan ang nakalipas
Trust Investment Officer - Taguig - Maybank
Paglalarawan
Your Role
The Trust Investment Officer is responsible for the investment and trading activities of the Trust Portfolio and Investment Unit, ensuring compliance with bank policies and government regulations. Additionally, the incumbent ensures the effective management of the Trust Portfolio and Investment Unit, contributing to the overall growth and stability of the organization.
Your Impact
Your Profile
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Investment Officer
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Trust Investments Officer
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Trust Investment Officer
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Investment Officer
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