Business Development Officer
Our Financial Markets and Wealth Management team is looking for experienced professionals to join us in BGC, Taguig with the role of Business Development Officer.
The role actively engages in client calls, coordinates instructions with the Trust Division, and utilizes various trust products to optimize client portfolios based on risk tolerance. The position involves proposing product and service improvements, updating clients on new offerings, and generating sales reports.
Key responsibilities include ensuring compliance with AMLA, KYC, and suitability policies, conducting annual reviews, addressing deficiencies, and conducting UITF and Feeder Fund trainings.
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.
* Actively engage in personal and corporate client calls and coordinate the execution of client instructions within the Trust Division.
* Utilize various trust products to construct portfolios for clients, optimizing returns based on their risk tolerance.
* Propose enhancements to products and services for client acquisition.
* Generate regular sales and volume reports for internal clients to monitor progress.