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Trust Portfolio Specialist (Officer level) - Makati

2022-09-24 10:32IP Location 菲律宾1270
Area:All Cities
Industry Category:Accounting / Finance
Position:General / Cost Accounting
Department:
Number Of Recruits:several
Nature Of Work:Full Time
Gender Requirements:Male
Marriage Requirement:No marital status restrictions
Education Level: College Diploma
Work Experience:No work experience restrictions
Age:Above 18 years old
Salary Package:Negotiable

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
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