Account Manager, Account Management Department 6

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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: Metrobank BGC Center, Taguig