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Trust Client Portfolio Sales Officer at EastWest Bank
Taguig, National Capital District, Philippines - Full Time
Skills Needed
Relationship Management, Portfolio Management, Trust Product Development, Investment Solutions, Regulatory Compliance, Sales Reporting, Client Acquisition, Financial Analysis, Risk Profiling, Kyc, Amla Compliance, Uitf Management
Specialization
Requires a Bachelor's degree in Business, Finance, or a related field and a Unit Investment Trust Fund (UITF) certification. Candidates need at least one year of experience in trust marketing, treasury marketing, or investment houses.
Experience Required
Minimum 2 year(s)
Relationship Banker I at Mascoma Bank
Keene, New Hampshire, United States - Full Time
Skills Needed
Customer Service, Banking Transactions, Relationship Building, Problem Solving, Written Communication, Verbal Communication, Account Opening, Financial Management, Confidentiality, Compliance
Specialization
Candidates must have a high school diploma or equivalent and strong communication and problem-solving skills. Flexibility for Saturday and early morning shifts is required, along with a professional appearance.
Hospice Registered Nurse at Illumia
Starkville, Mississippi, United States - Full Time
Skills Needed
Patient Assessment, Symptom Management, Care Plan Development, Interdisciplinary Collaboration, Patient Education, Clinical Documentation, End Of Life Care, Palliative Care, Medication Administration, Infection Control, Crisis Support, Case Management
Specialization
Candidates must be a Registered Nurse with at least one year of experience in acute care, oncology, long-term care, hospice, or home health. A current nursing license, CPR certification, valid driver's license, and automobile insurance are required.
Experience Required
Minimum 2 year(s)
Agent Banking Manager at Standard Bank - UK
Lagos, Lagos, Nigeria - Full Time
Skills Needed
Agency Banking, Financial Inclusion, Strategic Planning, Relationship Management, Product Management, Retail Banking, Compliance Monitoring, Market Analysis, Stakeholder Management, Customer Acquisition, Portfolio Analysis, Risk Identification, Client Servicing, Business Development, Marketing Strategy, Mis Reporting
Specialization
Requires a bachelor's degree in Banking with 8 to 12 years of experience in client coverage and retail banking. Strong interpersonal skills and expertise in product management are highly preferred.
Experience Required
Minimum 10 year(s)
Talent Acquisition Specialist (F/H) at ASI
Niort, Nouvelle-Aquitaine, France - Full Time
Skills Needed
Sourcing, Interviewing, Opportunity Qualification, Writing And Synthesis, Organization, Active Listening, Curiosity, Reliability, Assertiveness, Employer Branding, Candidate Experience Management, Direct Approach/Hunting
Specialization
Requires a Bachelor's or Master's degree in Human Resources with 2 to 3 years of recruitment experience, ideally within a digital services company (ESN). Must possess strong communication skills and mastery of sourcing tools and techniques.
Experience Required
Minimum 2 year(s)
VENDEDOR/A 20 horas semanales at Merkal
Tortosa, Catalonia, Spain - Full Time
Skills Needed
Customer Service, Sales, Kpi Tracking, Visual Merchandising, Stock Management, Cashier Operations, Teamwork, Retail Sales
Specialization
Seeking a commercial profile with a positive attitude and passion for fashion or footwear. Previous retail experience and availability for afternoon shifts and weekends are valued.
National Consultant: Mid-Term Review of UNFPA Malawi 9th Country Programme, at unfpa
Lilongwe, Lilongwe, Malawi - Full Time
Skills Needed
Monitoring And Evaluation, Strategic Planning, Program Evaluation, Report Writing, Qualitative Research, Stakeholder Engagement, Theory Of Change Development, Results And Resources Framework, Data Triangulation, Public Policy Analysis
Specialization
Requires a Master's degree in Public Policy, M&E, Demography, or Public Health with at least 5 years of experience in evaluations and strategic planning. Fluency in English and Chichewa and deep knowledge of the Malawi context are essential.
Experience Required
Minimum 5 year(s)
Banker Positions at Poppy Bank
Newport Beach, California, United States - Full Time
Skills Needed
Account Opening, Cross Selling, Customer Relations, Banking Regulations, Bsa Compliance, Information Security, Microsoft Word, Microsoft Excel, Microsoft Outlook, Treasury Services, Client Profiling, Financial Services, Conflict Resolution, Branch Operations, Data Processing, Account Titling
Specialization
Requires between one to three years of banking teller experience depending on the level, with proficiency in Microsoft Office and banking software. Candidates must demonstrate strong customer relations skills and knowledge of banking regulations like the Bank Secrecy Act.
Experience Required
Minimum 2 year(s)
Universal Banker at Priority One Credit Union
South Pasadena, California, United States - Full Time
Skills Needed
Cash Handling, Sales, Interpersonal Skills, Communication, Bookkeeping, Financial Analysis, Microsoft Office, Problem Solving, Time Management, Attention To Detail, Customer Service, Loan Processing
Specialization
Requires a high school diploma or equivalent and one to three years of experience as a Universal Banker or in a related role. Must possess strong math skills, proficiency in Microsoft Office, and excellent interpersonal communication abilities.
Experience Required
Minimum 2 year(s)
Employé (H/F) libre service épicerie at Groupement Les Mousquetaires
Saint-Alban-de-Roche, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Shelf Stocking, Grocery Management, Inventory Handling
Specialization
No specific qualifications or previous experience are required for this position. The candidate must be available to work from Monday to Saturday starting at 5:00 AM.
Vendeur en Franchise - CDI Temps plein H/F at BOULANGER
Pontivy, Brittany, France - Full Time
Skills Needed
Retail Sales, Customer Relationship Management, Multimedia Product Knowledge, Telecommunications Expertise, Customer Service, Visual Merchandising, Direct Sales, Needs Analysis
Specialization
Proven experience in retail or direct sales is mandatory, preferably within the multimedia or telecommunications sector. Candidates must possess strong interpersonal skills, a customer-centric mindset, and a curiosity for technological innovations.
Experience Required
Minimum 2 year(s)
Personal Banker-Inbound-Branch Banking-Service at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Cash Handling, Customer Service, Communication Skills, Attention To Detail, Banking Operations, Transaction Processing
Specialization
Candidates must be detail-oriented and customer-focused with excellent communication skills. A bachelor's degree is required for this position.
Team Member - Manufacturing (Derma) at Dr Reddy's Laboratories Limited
, Andhra Pradesh, India - Full Time
Skills Needed
Derma Manufacturing, Cgmp Compliance, Sop Execution, Equipment Operation, Documentation Accuracy, Data Integrity, Line Clearance, Cip/Cop Procedures, Ehs Guidelines, 5s Methodology, Teamwork, Shift Discipline
Specialization
Requires a Diploma in Mechanical, Electrical, Chemical, or Pharmacy, or a B.Sc. in Chemistry/B.Pharmacy. Candidates should have 1-5 years of experience in Derma/Topical dosage manufacturing within a regulated pharmaceutical environment.
Experience Required
Minimum 2 year(s)
Universal Banker at POTOMAC BANK INC
Middleburg, Virginia, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Financial Product Referral, Account Maintenance, Arithmetic, Computer Literacy, Communication Skills, Multi Tasking, Problem Solving, Regulatory Compliance, Attention To Detail
Specialization
Requires a high school diploma or GED and 1-2 years of customer service experience. Candidates must possess strong arithmetic skills, basic computer proficiency, and a service-oriented personality.
Universal Banker at Peoples Bank
Portsmouth, Ohio, United States - Full Time
Skills Needed
Customer Service, Consumer Lending, Cross Selling, Sales Referrals, Account Management, Financial Product Knowledge, Microsoft Office, Salesforce, Risk Management, Compliance, Written Communication, Verbal Communication, Problem Resolution, Attention To Detail, Time Management, Professionalism
Specialization
Requires a high school diploma or GED and at least one year of experience in customer service. Candidates must be able to pass background and credit checks for NMLS credentials and possess the physical ability to stand and lift up to 25 lbs.
Utility Technician III at City of Temple
Temple, Texas, United States - Full Time
Skills Needed
Water Line Repair, Wastewater Line Repair, Heavy Equipment Operation, Excavation, Traffic Control, Pipe Inspection, Line Locating, Dump Truck Operation, Infrastructure Installation, Safety Compliance
Specialization
Requires a high school diploma or equivalent and a Class A CDL license with Tanker Endorsement. TCEQ License C for Water Distribution and Wastewater Collection II is preferred.
Experience Required
Minimum 2 year(s)
Senior Data Scientist at NielsenIQ
Pune City, maharashtra, India - Full Time
Skills Needed
Statistical Modeling, Machine Learning, Python, R, Predictive Modelling, Classification, Sampling, Weighting, Aws, Sql, Ci/Cd, Git, Unit Testing, Data Science, Communication, Productization
Specialization
Requires a Master's or PhD in a modeling/statistics field with over 6 years of experience and expertise in Python or R. Proficiency in statistical tests, predictive modeling, and familiarity with AWS and SQL is highly desired.
Experience Required
Minimum 5 year(s)
Universal Banker at Land of Lincoln Credit Union
Colchester, Illinois, United States - Full Time
Skills Needed
Teller Transactions, Lending, Account Opening, Customer Service, Loan Processing, Credit Analysis, Financial Counseling, Bookkeeping, Interpersonal Skills, Confidentiality, Regulatory Compliance, Member Relations
Specialization
Requires a high school diploma, at least 6 months of cash handling experience, and one year of customer service experience. Preferred qualifications include bookkeeping knowledge and a Financial Counseling Certification.
Universal Banker at Land of Lincoln Credit Union
Decatur, Illinois, United States - Full Time
Skills Needed
Teller Transactions, Lending, Account Opening, Customer Service, Loan Processing, Credit Analysis, Financial Counseling, Cash Handling, Interpersonal Skills, Confidentiality, Bookkeeping, Regulatory Compliance
Specialization
Requires a high school diploma, at least 6 months of teller or cash handling experience, and one year of customer service experience. Knowledge of bookkeeping and a Financial Counseling Certification are preferred.
Application Consultant Radiotherapy (RT) / Italy at Brainlab Inc
Rome, Lazio, Italy - Full Time
Skills Needed
Clinical Education, Radiotherapy Treatment Planning, Medical Physics, Customer Training, Pre Sales Presentations, Post Sales Support, Time Management, Software Proficiency, Italian Fluency, English Fluency, Business Development, Clinical Workflow Analysis
Specialization
Requires a degree in Medical Physics, Medical Dosimetry, Biomedical Engineering, or equivalent. Candidates must be fluent in Italian and English and be willing to travel more than 60% of the time.
Experience Required
Minimum 2 year(s)
Trust Client Portfolio Sales Officer at EastWest Bank
Taguig, National Capital District, Philippines -
Full Time

Start Date

Immediate

Expiry Date

25 Sep, 26

Salary

0.0

Posted On

27 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Relationship Management, Portfolio Management, Trust Product Development, Investment Solutions, Regulatory Compliance, Sales Reporting, Client Acquisition, Financial Analysis, Risk Profiling, KYC, AMLA Compliance, UITF Management

Industry

Banking

Description
About the Job Location: Bonifacio Global City (BGC) Corporate Title: Junior Officer to Senior Manager Work Arrangement: Onsite Our Financial Markets & Wealth Management team is looking for experienced professionals to join us in BGC, Taguig in the role of Trust Client Portfolio Sales Officer. In this role, you will be responsible for developing and managing client relationships by offering tailored trust and investment solutions. You will engage in client calls, coordinate instructions with the Trust Division, and build investment portfolios aligned with each clients goals and risk profile. You will also propose product enhancements, provide regular updates on new offerings, ensure full regulatory compliance, and conduct training sessions to enhance client understanding of trust and investment products. Your dream. Our focus. East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience. We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment. Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success. What the role will entail Actively engage in client calls and coordinate the execution of client instructions within the Trust Division. Utilize various trust products to construct and manage portfolios that optimize returns based on client risk tolerance. Propose enhancements to trust products and services to support client acquisition and retention. Generate and present sales and volume reports to monitor business performance. Ensure strict compliance with AMLA, KYC, and suitability policies. Conduct UITF and Feeder Fund training programs for clients and internal partners. Ensure the timely completion of account opening documents and annual account reviews, and address audit findings or compliance gaps. What we're looking for Bachelors Degree in Business, Marketing, Finance, or a related field. Unit Investment Trust Fund (UITF) Certified. At least 1 year of experience in Marketing & Sales, Treasury Marketing, Trust Marketing, Investment Houses, Mutual Funds, or related fields. Proficient in Trust & Investments Product Development, Marketing, Relationship Management, and financial regulations. What you can expect from joining our team Career development and training opportunities Competitive salary package and benefits Performance-based incentives and recognition programs to reward high-performing individuals Opportunity to work with industry experts and be mentored by them Defined career progression paths to guide you in your professional growth
Responsibilities
Develop and manage client relationships by providing tailored trust and investment solutions and constructing portfolios aligned with client goals. Coordinate with the Trust Division to execute instructions and ensure strict adherence to regulatory compliance and suitability policies.
Trust Client Portfolio Sales Officer at EastWest Bank
Taguig, National Capital District, Philippines - Full Time
Skills Needed
Relationship Management, Portfolio Management, Trust Product Development, Investment Solutions, Regulatory Compliance, Sales Reporting, Client Acquisition, Financial Analysis, Risk Profiling, Kyc, Amla Compliance, Uitf Management
Specialization
Requires a Bachelor's degree in Business, Finance, or a related field and a Unit Investment Trust Fund (UITF) certification. Candidates need at least one year of experience in trust marketing, treasury marketing, or investment houses.
Experience Required
Minimum 2 year(s)
Relationship Banker I at Mascoma Bank
Keene, New Hampshire, United States - Full Time
Skills Needed
Customer Service, Banking Transactions, Relationship Building, Problem Solving, Written Communication, Verbal Communication, Account Opening, Financial Management, Confidentiality, Compliance
Specialization
Candidates must have a high school diploma or equivalent and strong communication and problem-solving skills. Flexibility for Saturday and early morning shifts is required, along with a professional appearance.
Hospice Registered Nurse at Illumia
Starkville, Mississippi, United States - Full Time
Skills Needed
Patient Assessment, Symptom Management, Care Plan Development, Interdisciplinary Collaboration, Patient Education, Clinical Documentation, End Of Life Care, Palliative Care, Medication Administration, Infection Control, Crisis Support, Case Management
Specialization
Candidates must be a Registered Nurse with at least one year of experience in acute care, oncology, long-term care, hospice, or home health. A current nursing license, CPR certification, valid driver's license, and automobile insurance are required.
Experience Required
Minimum 2 year(s)
Agent Banking Manager at Standard Bank - UK
Lagos, Lagos, Nigeria - Full Time
Skills Needed
Agency Banking, Financial Inclusion, Strategic Planning, Relationship Management, Product Management, Retail Banking, Compliance Monitoring, Market Analysis, Stakeholder Management, Customer Acquisition, Portfolio Analysis, Risk Identification, Client Servicing, Business Development, Marketing Strategy, Mis Reporting
Specialization
Requires a bachelor's degree in Banking with 8 to 12 years of experience in client coverage and retail banking. Strong interpersonal skills and expertise in product management are highly preferred.
Experience Required
Minimum 10 year(s)
Talent Acquisition Specialist (F/H) at ASI
Niort, Nouvelle-Aquitaine, France - Full Time
Skills Needed
Sourcing, Interviewing, Opportunity Qualification, Writing And Synthesis, Organization, Active Listening, Curiosity, Reliability, Assertiveness, Employer Branding, Candidate Experience Management, Direct Approach/Hunting
Specialization
Requires a Bachelor's or Master's degree in Human Resources with 2 to 3 years of recruitment experience, ideally within a digital services company (ESN). Must possess strong communication skills and mastery of sourcing tools and techniques.
Experience Required
Minimum 2 year(s)
VENDEDOR/A 20 horas semanales at Merkal
Tortosa, Catalonia, Spain - Full Time
Skills Needed
Customer Service, Sales, Kpi Tracking, Visual Merchandising, Stock Management, Cashier Operations, Teamwork, Retail Sales
Specialization
Seeking a commercial profile with a positive attitude and passion for fashion or footwear. Previous retail experience and availability for afternoon shifts and weekends are valued.
National Consultant: Mid-Term Review of UNFPA Malawi 9th Country Programme, at unfpa
Lilongwe, Lilongwe, Malawi - Full Time
Skills Needed
Monitoring And Evaluation, Strategic Planning, Program Evaluation, Report Writing, Qualitative Research, Stakeholder Engagement, Theory Of Change Development, Results And Resources Framework, Data Triangulation, Public Policy Analysis
Specialization
Requires a Master's degree in Public Policy, M&E, Demography, or Public Health with at least 5 years of experience in evaluations and strategic planning. Fluency in English and Chichewa and deep knowledge of the Malawi context are essential.
Experience Required
Minimum 5 year(s)
Banker Positions at Poppy Bank
Newport Beach, California, United States - Full Time
Skills Needed
Account Opening, Cross Selling, Customer Relations, Banking Regulations, Bsa Compliance, Information Security, Microsoft Word, Microsoft Excel, Microsoft Outlook, Treasury Services, Client Profiling, Financial Services, Conflict Resolution, Branch Operations, Data Processing, Account Titling
Specialization
Requires between one to three years of banking teller experience depending on the level, with proficiency in Microsoft Office and banking software. Candidates must demonstrate strong customer relations skills and knowledge of banking regulations like the Bank Secrecy Act.
Experience Required
Minimum 2 year(s)
Universal Banker at Priority One Credit Union
South Pasadena, California, United States - Full Time
Skills Needed
Cash Handling, Sales, Interpersonal Skills, Communication, Bookkeeping, Financial Analysis, Microsoft Office, Problem Solving, Time Management, Attention To Detail, Customer Service, Loan Processing
Specialization
Requires a high school diploma or equivalent and one to three years of experience as a Universal Banker or in a related role. Must possess strong math skills, proficiency in Microsoft Office, and excellent interpersonal communication abilities.
Experience Required
Minimum 2 year(s)
Employé (H/F) libre service épicerie at Groupement Les Mousquetaires
Saint-Alban-de-Roche, Auvergne-Rhône-Alpes, France - Full Time
Skills Needed
Shelf Stocking, Grocery Management, Inventory Handling
Specialization
No specific qualifications or previous experience are required for this position. The candidate must be available to work from Monday to Saturday starting at 5:00 AM.
Vendeur en Franchise - CDI Temps plein H/F at BOULANGER
Pontivy, Brittany, France - Full Time
Skills Needed
Retail Sales, Customer Relationship Management, Multimedia Product Knowledge, Telecommunications Expertise, Customer Service, Visual Merchandising, Direct Sales, Needs Analysis
Specialization
Proven experience in retail or direct sales is mandatory, preferably within the multimedia or telecommunications sector. Candidates must possess strong interpersonal skills, a customer-centric mindset, and a curiosity for technological innovations.
Experience Required
Minimum 2 year(s)
Personal Banker-Inbound-Branch Banking-Service at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Cash Handling, Customer Service, Communication Skills, Attention To Detail, Banking Operations, Transaction Processing
Specialization
Candidates must be detail-oriented and customer-focused with excellent communication skills. A bachelor's degree is required for this position.
Team Member - Manufacturing (Derma) at Dr Reddy's Laboratories Limited
, Andhra Pradesh, India - Full Time
Skills Needed
Derma Manufacturing, Cgmp Compliance, Sop Execution, Equipment Operation, Documentation Accuracy, Data Integrity, Line Clearance, Cip/Cop Procedures, Ehs Guidelines, 5s Methodology, Teamwork, Shift Discipline
Specialization
Requires a Diploma in Mechanical, Electrical, Chemical, or Pharmacy, or a B.Sc. in Chemistry/B.Pharmacy. Candidates should have 1-5 years of experience in Derma/Topical dosage manufacturing within a regulated pharmaceutical environment.
Experience Required
Minimum 2 year(s)
Universal Banker at POTOMAC BANK INC
Middleburg, Virginia, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Financial Product Referral, Account Maintenance, Arithmetic, Computer Literacy, Communication Skills, Multi Tasking, Problem Solving, Regulatory Compliance, Attention To Detail
Specialization
Requires a high school diploma or GED and 1-2 years of customer service experience. Candidates must possess strong arithmetic skills, basic computer proficiency, and a service-oriented personality.
Universal Banker at Peoples Bank
Portsmouth, Ohio, United States - Full Time
Skills Needed
Customer Service, Consumer Lending, Cross Selling, Sales Referrals, Account Management, Financial Product Knowledge, Microsoft Office, Salesforce, Risk Management, Compliance, Written Communication, Verbal Communication, Problem Resolution, Attention To Detail, Time Management, Professionalism
Specialization
Requires a high school diploma or GED and at least one year of experience in customer service. Candidates must be able to pass background and credit checks for NMLS credentials and possess the physical ability to stand and lift up to 25 lbs.
Utility Technician III at City of Temple
Temple, Texas, United States - Full Time
Skills Needed
Water Line Repair, Wastewater Line Repair, Heavy Equipment Operation, Excavation, Traffic Control, Pipe Inspection, Line Locating, Dump Truck Operation, Infrastructure Installation, Safety Compliance
Specialization
Requires a high school diploma or equivalent and a Class A CDL license with Tanker Endorsement. TCEQ License C for Water Distribution and Wastewater Collection II is preferred.
Experience Required
Minimum 2 year(s)
Senior Data Scientist at NielsenIQ
Pune City, maharashtra, India - Full Time
Skills Needed
Statistical Modeling, Machine Learning, Python, R, Predictive Modelling, Classification, Sampling, Weighting, Aws, Sql, Ci/Cd, Git, Unit Testing, Data Science, Communication, Productization
Specialization
Requires a Master's or PhD in a modeling/statistics field with over 6 years of experience and expertise in Python or R. Proficiency in statistical tests, predictive modeling, and familiarity with AWS and SQL is highly desired.
Experience Required
Minimum 5 year(s)
Universal Banker at Land of Lincoln Credit Union
Colchester, Illinois, United States - Full Time
Skills Needed
Teller Transactions, Lending, Account Opening, Customer Service, Loan Processing, Credit Analysis, Financial Counseling, Bookkeeping, Interpersonal Skills, Confidentiality, Regulatory Compliance, Member Relations
Specialization
Requires a high school diploma, at least 6 months of cash handling experience, and one year of customer service experience. Preferred qualifications include bookkeeping knowledge and a Financial Counseling Certification.
Universal Banker at Land of Lincoln Credit Union
Decatur, Illinois, United States - Full Time
Skills Needed
Teller Transactions, Lending, Account Opening, Customer Service, Loan Processing, Credit Analysis, Financial Counseling, Cash Handling, Interpersonal Skills, Confidentiality, Bookkeeping, Regulatory Compliance
Specialization
Requires a high school diploma, at least 6 months of teller or cash handling experience, and one year of customer service experience. Knowledge of bookkeeping and a Financial Counseling Certification are preferred.
Application Consultant Radiotherapy (RT) / Italy at Brainlab Inc
Rome, Lazio, Italy - Full Time
Skills Needed
Clinical Education, Radiotherapy Treatment Planning, Medical Physics, Customer Training, Pre Sales Presentations, Post Sales Support, Time Management, Software Proficiency, Italian Fluency, English Fluency, Business Development, Clinical Workflow Analysis
Specialization
Requires a degree in Medical Physics, Medical Dosimetry, Biomedical Engineering, or equivalent. Candidates must be fluent in Italian and English and be willing to travel more than 60% of the time.
Experience Required
Minimum 2 year(s)