Job Openings Custody Product and Sales Manager

About the job Custody Product and Sales Manager

Duties and Responsibilities:

  1. Manage custody-related sales and product management in accordance with applicable laws and regulation, the Bank's policies and related risk management policies and programs.
  2. Assist in the preparation of long, medium and short-term custody business and product marketing plans in accordance with the Bank's business strategies.
  3. Assist in the maintenance of Product-related standard documentation and provide sales support/ Request for Proposal (RFP) input where required.
  4. Maintain custody account relationships, provide after-sales service, organize regular client service reviews, assist in collecting client feedback, keep abreast of client demands for custody services, and comment on client-related workflows.
  5. Manage satisfactory relationship with clients; collaborate with operational and middle office teams to ensure effective resolution
  6. Cross-sell other products and services of the Bank
  7. Engage in client on-boarding and due diligence process
  8. Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects.
  9. Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
  10. Proactively arrange and participate in client calls and perform service quality check-in calls to clients.
  11. Cross-sell other products and services of the Bank

Job Specifications:

  • 2-5 years of relevant experience (front-line experience on securities and custody business is preferred)
  • Well versed with Custody product and processes
  • Good communication skill written and verbal for client services
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Ability to multi-task with strong organizational and time management skills per the needs of team and clients
  • Ability to problem solve and analyze data with demonstration of attention to detail.
  • Proficiency in MS Word, Excel and other relevant applications

Work schedule: Dayshift

Work set up: On-site

Location: BGC, Taguig