Product Servicing Officer

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Position Title: Product Servicing Officer

Job Summary:

Responsible for the Department’s activities related to: Compliance and Audit, Product Manual Management, Administration, and other duties. Should be knowledgeable of and regularly update with product-related concerns and issues.

Role Exposure:

Compliance and Audit

• Handles regulatory approvals of and review queries on new Trust products and amendments/ changes of existing ones


• Ensures strict compliance of all Trust products to internal policy and procedures and external regulations


• Keeps TBG updated on regulatory developments particularly affecting Trust products


• Coordinates audit of products and related processes

Product Manual Management

• Develops, reviews, maintains, and updates TBG’s product manuals, seeks appropriate inputs and approvals, and communicates any changes across all concerned stakeholders across TBG and the Bank


• Handles Committee approvals of new and existing policies and procedures under the Product Manual

Administration

• Ensures availability of Declaration of Trust, Product Matrix and Key Investor Information Document (KIIDS) and other documents, notifications, and/or forms for Trust products to relevant stakeholders


• Sets up Trust products in Trust Systems and Channels

Qualifications:

• Is analytical and has problem solving skills


• Creative with good communication skills


• Attentive to details and time efficient


• Can multi-task


• Proficient in all Microsoft Office applications


• Experience in Product Development or Project Management is an advantage


• Knowledgeable in investments or trust banking is an advantage

Location: BGC, Taguig City