Trust Investments Officer

About the Job

Location: Bonifacio Global City (BGC)
Corporate Title: Trust Investments Officer
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 Officer.

As a Trust Investments Officer, you are responsible for the administration and management of the investment portfolios of various accounts and funds.

Your dream. Our focus.

Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

At EastWest, 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.

Over 29 years, EastWest has emerged as one of the most consumer-focused universal banks in the Philippines. EastWest is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.

What the role will entail

• Oversee portfolio management in adherence to approved investment policies, executing timely rebalancing strategies post-contributions, withdrawals, and policy revisions.
• Implement effective asset allocation methodologies for newly acquired accounts, optimizing investment strategies in line with client objectives.
• Provide expert recommendations on appropriate investments tailored to the unique requirements and risk profiles of managed portfolios.
• Maintain and manage databases crucial to portfolio management activities, ensuring accuracy and compliance with regulatory standards.
• Execute trades across various securities with precision, leveraging comprehensive market research and analysis.
• Contribute to the formulation and enhancement of investment policies and procedures, striving to optimize portfolio performance and mitigate risks.

What we're looking for

• Graduate of Bachelor's degree in Business or equivalent.
• Being a CFA (Chartered Financial Analyst) Charterholder or candidate is an advantage.
• With at least one (1) year experience in investment trading and fund management, handling multiple asset classes, and account management is an advantage.
• Sound knowledge of financial regulations, investments and portfolio management.
• Hands-on experience on multiple asset classes.
• Strong proficiency in MS Office and Bloomberg.
• Knowledge of quantitative methods.

What you can expect from joining our team

• Career development and training opportunities

• Competitive salary package and benefits
• Performance-based incentives and recognition programs to reward high-performing individuals.
• Opportunity to work with industry experts and be mentored by them.
• Defined career progression paths to guide you in your professional growth.