Account Manager - Trust Banking Group

Title: Account Manager - Trust Banking Group

Location: BGC, North Luzon, South Luzon, Philippines

Company: Local Bank

Position Type: Full-Time

Reporting to: Division Head, Trust Banking Group 

Headcount: 4

Job brief

As an Account Manager in the Trust Banking Group, you will serve as the central point of contact for clients, managing overall relationships and delivering Metrobank's trusted brand of service. You will be accountable for client acquisition, account profitability, and deepening relationships with traditional trust clients. This role requires a blend of relationship management, business development, and regulatory compliance, while positioning you to grow into leadership within the Trust Banking Group and the broader Financial Markets Sector.

Responsibilities

• Drive client acquisition by identifying, targeting, and onboarding new corporate and institutional clients to grow the banks portfolio while also managing and expanding an existing client base, nurturing long-term relationships and serving as a trusted financial advisor.
• Conduct end-to-end credit analysis including financial modeling, credit evaluation, due diligence, and risk assessment to recommend and structure financing solutions.
• Originate, structure, and cross-sell banking products such as corporate loans, trade finance, cash management, treasury solutions, and investment services.
• Leverage industry insights and market intelligence to anticipate client needs and propose innovative financial solutions.
• Ensure adherence to regulatory requirements, internal credit policies, and risk management frameworks while maintaining exceptional service standards.
• Monitor portfolio performance and proactively manage risks, ensuring credit quality and profitability.

Requirements

• Bachelors degree in Business, Finance, Economics, or related fields.
• Candidates with TCP (Trust Certified Professional) or SEC Fixed Income Market Salesman certifications are highly preferred.
• Minimum of 3 years relevant experience in trust banking, account management, or related fields.
• Strong stakeholder management skills with the ability to match client needs with banking solutions.
• Excellent communication, presentation, and negotiation skills.
• Adaptable to a fast-paced, competitive environment.

At Metrobank, we don't just hire employees, we hone future leaders. By joining us, you'll gain deep exposure to the trust banking industry, unlock career growth opportunities, and contribute to meaningful impact in the financial sector. With Metrobank's strong commitment to community, you'll also have the chance to make contributions that go beyond banking.

Submit your resume to jeffrey.bolanos@atlantisconsulting.ph or click the "Apply" link below.

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