EB
Trust Investments Officer
full-time
About this role
About the Job
Location: Bonifacio Global City (BGC)
Corporate Title: Junior Officer to Senior Manager
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.
East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.
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.
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.
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.
What you'll do
- The Trust Investments Officer oversees portfolio management, ensuring adherence to investment policies and executing rebalancing strategies. They also provide expert recommendations tailored to client objectives and maintain crucial databases for compliance.
About EastWest Bank
Company Overview
East West Banking Corporation, established in 1994, is one of the fastest-growing banks in the country today. It caters to the financial needs of consumers, middle market corporates, and the mass affluent. Through its vast network of stores nationwide, it offers a wide range of banking products and services, as well as allied financial services: non-life insurance brokerage, bancassurance, and leasing.
EastWest’s goal is to provide excellent customer service, relevant products that meet the customer needs and having the most engaged and loyal customers and employees, while providing services befitting of a world-class bank anchored on service excellence in its chosen markets.
With steadfast commitment to make "Your Dream Our Focus," EastWest continues to develop innovative products and services and alternative delivery channels that cater to the diverse and evolving needs of its clientele.
Mission
For our chosen markets
by providing them with excellent service in the delivery of integrated and innovative products, responsive to their current and future financial needs, at the best value.
For our employees
by continuously providing them with opportunities to develop their full potential and by giving recognition and rewards commensurate to their contribution.
For our community
by committing ourselves to improving the quality of life of those around us through the support for various charities and involvement in outreach activities.
For our regulators
by uncompromisingly adhering to the highest standards of business ethics and corporate governance.
For our shareholders
by managing the bank professionally and prudently to consistently achieve optimal possible returns.
Ready to join EastWest Bank?
Take the next step in your career journey
Frequently Asked Questions
What does a Trust Investments Officer do at EastWest Bank?
As a Trust Investments Officer at EastWest Bank, you will: the Trust Investments Officer oversees portfolio management, ensuring adherence to investment policies and executing rebalancing strategies. They also provide expert recommendations tailored to client objectives and maintain crucial databases for compliance..
How do I apply for the Trust Investments Officer position at EastWest Bank?
You can apply for the Trust Investments Officer position at EastWest Bankdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.