ACCOUNT MANAGER (TRUST BANKING GROUP)

apartmentMetropolitan Bank and Trust Company placeBatangas scheduleFull-time calendar_month9/4/25

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Position Title: Account Manager

Job Summary:

Acts a central point person and is responsible for the over-all relationship management with traditional trust clients
Responsible for the volume & income targets for traditional trust business
Responsible for the evaluation & onboarding of new traditional trust clients
Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
Ensure the timely and successful delivery of our solutions according to customer needs and objectives
Develop new business with existing clients and/or identify areas of improvement to meet profitability quotas
Forecast and track key account metrics an prepare reports on account status
Ensures adherence of the account management activities to the terms of the contract, internal bank policies and regulatory standards
Collaborate with bank sales partners to identify and grow opportunities
Assist with challenging client requests or issue escalations as needed

Role Exposure:

Become well-versed in the trust banking industry
Understand how trust products work and how this can help clients
Discover future opportunities in Financial Markets Sector and Trust Banking Group

Qualifications:

With at least three years of relevant work experience in trust banking and account management
Strong stakeholder management; ability to match client's business requirements with Bank's products and services
Effective communication, presentation, and negotiation skills
Able to work in a fast-paced, competitive environment
Candidates with TCP and SEC Fixed Income Market Salesmen certifications are highly preferred

Locations: BGC, North Luzon and South Luzon

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