Custody Product and Sales Manager

Cobden & Carter International

  • Taguig City, Metro Manila
  • Permanent
  • Full-time
  • 5 days ago
  • Apply easily
Duties and Responsibilities: * 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.
  • Assist in the preparation of long, medium and short-term custody business and product marketing plans in accordance with the Bank's business strategies.
  • Assist in the maintenance of Product-related standard documentation and provide sales support/ Request for Proposal (RFP) input where required.
  • 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.
  • Manage satisfactory relationship with clients; collaborate with operational and middle office teams to ensure effective resolution
  • Cross-sell other products and services of the Bank
  • Engage in client on-boarding and due diligence process
  • Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects.
  • Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
  • Proactively arrange and participate in client calls and perform service quality check-in calls to clients.
  • 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: DayshiftWork set up: On-siteLocation: BGC, Taguig

Cobden & Carter International