Trust Portfolio Specialist (Officer level) - Makati

Job Summary:

Build up and updating of segregated portfolios Monitoring of client mandate and regulatory limits Order allocation for VTA accounts Prepares quarterly report for Sunlife (outstanding holdings) In charge of SBL - Securities Borrowing and LendingPrepares reports For submission to Risk Management Prepares the daily cash position of UITFs 

Qualifications:

Bachelor's Degree holders, preferably Business course graduatesAt least 2 years relevant experience in Trust, Investment or Wealth ManagementMust be willing to work ON-SITE in MAKATI

BDO is a full-service universal bank that provides a wide range of corporate and retail banking services. These services include traditional loan and deposit products, as well as treasury, trust banking, investment banking, private banking, rural banking, cash management, leasing and finance, remittance, insurance, retail cash cards, and credit card services. BDO has the country’s largest distribution network, with over 1,400 consolidated operating branches and more than 4,400 ATMs nationwide.  It also has 18 overseas remittance and representative offices (including full-service branches in Hong Kong and Singapore) in Asia, Europe, North America, and the Middle East.BDO ranked as the largest bank in terms of total assets, loans, deposits, and trust funds under management based on published statements of condition as of December 31, 2020. For more information, please visit www.bdo.com.ph.Product & ServicesThe financial products and services provided by Banco de Oro include:Trade financingForeign exchange and securities dealershipTrust and investment servicesCash management servicesInvestment bankingInsurance productsCredit cards