CLIENT SERVICES OFFICER
Bank of the Philippine Islands (BPI)
Date: 1 week ago
City: Manila
Contract type: Full time
The Personal Wealth Client Services Officer is responsible for handling the administrative functions of the investment advisors and attending to basic inquiries regarding
account opening, investment transactions, and core investment products, e.g., investment funds, PERA.
Responsibilities
account opening, investment transactions, and core investment products, e.g., investment funds, PERA.
Responsibilities
- Performs KYC and account opening
- Monitors and executes trades and transactions
- Monitors documentary and account management compliance
- Coordinates with clients and referrers to ensure compliance with documentary and transactional requirements
- Coordinates with various units for the fulfillment of account opening and trade transactions and for monitoring account compliance
- Attends to basic queries of branch on investment funds
- Handles investment queries from clients and referrers regarding account opening, investment transactions, and core investment products, e.g., investment funds, PERA.
- Assist the investment advisors and the Division Head in monitoring the team’s compliance in various internal and audit requirements
- Graduate of any 4-year business course from reputable universities
- Has interest in investment, sales, and administrative functions
- Must earn mastery of investment sales process
- Must have sufficient understanding of relevant risks, internal policies, and external regulations
- Able to communicate basic product features and process to internal and and written communication
- Certification Requirements: AMLA Trainings / BPI Mandatory Courses, TOAP UCP Certified, PERA Certified, SEC Mutual Fund CIS
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Procurement Specialist (Data & Governance)
Shopee,
Manila
1 day ago
Job DescriptionLead and manage high-impact end-to-end projects that interface with various departments/functionsDesign initiatives using analytical and conceptual problem solving to improve the Procurement processIdentify functional/product gaps and initiate projectsWork with functional stakeholders to lead and drive projects that enable cost reduction, business improvement, and transformationCommunicate strategies and objectives with relevant departments and colleaguesImplement any changes sensitively and with minimal disruptionCreate...
Health, Safety and Compliance Officer
Shopee,
Manila
4 days ago
About The TeamThe Health, Safety, and Compliance Officer will be responsible for overseeing all health and safety matters within the corporate office, ensuring compliance with relevant regulations, and managing business continuity planning. The ideal candidate will be a strong leader with a keen understanding of health, safety, and regulatory requirements, as well as the ability to implement effective processes and...
Consultant as Writer or Content Production Assistant
INQUIRER.net,
Manila
1 week ago
Key ResponsibilitiesEditorial/Content Production SupportPitches story ideas and writes articles: 5 articles per week that are approved bythe USA & Canada Channel Editor. May also be assigned to write about specifictopics.Conducts interviews for stories.Posts 4 wire stories a day (or 20 per week) about trending topics with a focus onentertainment, crime, consumer alerts and health-related topics.Assists with editing, as needed.Applies SEO...
