China Banking Corporation (CBC)
Trust Relationship Associate
Skills
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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