PORTFOLIO RELATIONSHIP MANAGER

The Trust Portfolio Relationship Manager is primarily responsible for relationship, business development and account management of various Institutional Accounts.ResponsibilitiesEnsures increase in account penetration/deepen relationship by expanding product usage and increasing amount of funds under managementFulfills and ensures timely and proper response to clients’ requests for information and other account-related servicesEnsures timely portfolio reporting to clientsCalls regularly to update clients on Investment strategy, market situation, or portfolio statusEnsures that the Bank’s understanding of client’s investment objective is updated through the timely and regular completion of the Client Suitability Assessment Form, Investment Policy Statement and other regulatory requirements in conjunction with clientsCommunicates directly with clients regarding opportunities to suit their investment requirements and updates them on their portfoliosMonitors internal touchpoints and delivery of deliverables with cross section unitsCoordinates with other units/staff on various administrative, clerical and referral mattersCoordinates with other departments/units to address clients’ reports/complaints and queriesInitiates approval requests for fee reduction/amendment and items for exception handlingPrepares investment proposals pertaining to clients’ accounts for Investment Committee/Trust Board approvalFinds new clients in accordance with target market criteria and from affiliates or related companies and referrals of existing clients and prepares product recommendations/proposals and set meetings.Understands new clients’ investment profileAssists Business Development Officer through product support such as customized solution design and documentation, joining marketing presentations, and helping close sales dealsEnsures completeness of account documentationMaintains individual correspondence files for the various accountsPerforms various administrative functions such as reviewing and approving transactions, disbursements, review of trust provisions and othersPrepares presentation materials for client calls and briefingsUpdates account information through minutes/journalsQualificationsBachelor’s Degree in Business/FinanceAt least 3 years of experience in Trust Account ManagementKnowledge of investment markets and products (i.e. money market, equities, bonds, deposits, foreign exchange, derivatives)