Account Management Officer

About the Job

Location: Bonifacio Global City (BGC)
Corporate Title: Junior Officer to Senior Manager
Work Arrangement: Onsite

Our Trust Asset Management Group is looking for experienced professionals to join us in BGC as an Account Management Officer.

In this role you will ensure effective administration of trust accounts support Trust Business Development through training and coordination with marketing channels and manage both prospective and existing clients to help grow the Banks trust and investment portfolio.

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 youre 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

• Conduct annual reviews of assigned trust accounts ensuring findings and deficiencies are addressed promptly.

• Ensure accurate updating maintenance and safekeeping of account details and documents.

• Process account opening client transactions and provide timely updates on account status.

• Coordinate with support units for account creation documentation and operational requirements.

• Handle customer inquiries requests and complaints professionally and efficiently.

• Support Trust Business Development by training various marketing channels of the Bank on trust products and account handling.

• Assist in managing prospective clients and contribute to initiatives that grow the trust and investment business.

What were looking for

• Bachelors Degree in Business Marketing or equivalent.

• 1-year TIFP course and Enhanced UITF Certification (required).

• Minimum of 2 years of experience in Marketing & Sales Treasury Marketing Trust Marketing mutual funds investment houses or similar fields.

• Strong client management communication and documentation skills.

• Ability to multi-task manage accounts efficiently and collaborate with internal teams.

What you can expect from joining our team

• Career development and training opportunities.

• Competitive salary package and benefits.

• Performance-based incentives and recognition programs.

• Opportunity to work with industry experts and be mentored by them.

• Defined career progression paths to guide your professional growth.