Sales Officer - Trust Retail Sales

About the role

The Sales Officer – Trust Retail Sales will drive growth of the bank's trust business by acquiring new trust accounts and promoting cross‑selling of trust products across branches and partner channels.

Key responsibilities

• Generate additional trust income by soliciting and opening new trust accounts.
• Promote cross‑selling of trust products in branches and with partner networks.
• Stay updated on Bank and BSP policies, especially AML and terrorist financing regulations, and ensure compliance.
• Conduct appropriate Know‑Your‑Client (KYC) procedures and perform Customer Due Diligence (CDD) or Enhanced Due Diligence (EDD) based on client risk profiles.
• Prepare short‑ and long‑term marketing plans to guide the team’s selling and promotional activities.
• Conceptualize, develop, and launch new trust products and services in coordination with the Product Development Officer.
• Provide product support and monitor performance to sustain volume growth.

Required profile

• Minimum three (3) years of experience in a financial institution, preferably in a Marketing Officer capacity.
• Working knowledge of various trust products, services, and the regulations governing the trust business.
• Familiarity with portfolio management and financial markets.

Required skills