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Trust Relationship Associate

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Onsite

Trust Relationship Associate

China Banking Corporation (CBC)

Trust Relationship Associate

Skills

Compliance

23 days ago

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Important information


Contract type:

Permanent

Location:

Makati City, Metro Manila, Philippines

Work mode:

Onsite

Published on:

29 September 2026

What they need


About You & the Role

Provides overall assistance to the Trust Relationship Officers (TROs) of Trust Sales and Marketing Division in terms of account servicing, documentation and day-to-day administration of trust accounts. Supports the TROs in the end-to-end life cycle of trust accounts including periodic accounts review process.


What You Will Be Doing

  • Assist Trust Relationship Officers in servicing and administration of trust accounts
  • Process transactions (account opening, maintenance, contributions, withdrawals) accurately
  • Handle client inquiries and provide timely support
  • Prepare and maintain account documentation in compliance with KYC/AMLA requirements
  • Coordinate with branches on document submission and account updates
  • Generate reports and provide administrative support to the team
  • Support marketing-related activities (e.g., email communications)
  • Ensure compliance with internal policies and regulatory standards

What Success Looks Like

  • Accurate, error-free transaction processing
  • Timely and responsive client support
  • Complete and compliant documentation
  • Smooth coordination with branches and teams
  • Consistent delivery of reports and admin tasks
  • Strong attention to detail and organization
  • Adherence to regulatory and internal standards

Qualifications We Value

  • College graduate.
  • Fresh graduates are encouraged to apply
  • General knowledge of economics, finance, and management
  • With pleasing personality, people-oriented, patient and amiable
  • Effective oral and written communication skills.
  • Knowledgeable in Microsoft Office (Word, Excel and PowerPoint)
  • Interpersonal Effectiveness
  • Attention to Detail
  • Quality Orientation

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