CLIENT SERVICES OFFICER

Bank of the Philippine Islands (BPI)


Date: 6 hours ago
City: Manila
Contract type: Full time
The Private Wealth Client Service Officer is primarily accountable for assisting the Relationship Managers in managing Private Wealth accounts and/or supporting sub-units.

Responsibilities

  • Supports the Private Wealth Relationship Managers (RMs) in servicing both prospective and existing clients
  • Familiar with products and services available in Private Wealth
  • Assists in reminding RMs on their deliverables to ensure timely execution/settlement.
  • Checks the completeness and accuracy of the transactions
  • Overseeing all audit and compliance requirements of all teams (CDD, Hold Mail, LOA, Doc Def, Dormant and other compliance related matters)
  • Liaison officer for Audit/Compliance matters
  • Coordinates and monitors the team’s TMS, document deficiencies and regularization of documents
  • Ensures that all team’s transactions were done and requests were already sent to centralized operations group
  • Assists RMs and acts as alternate officer in absence of the Private Wealth Relationship
  • Managers on client services activities

Qualifications

  • Bachelor’s degree in business/finance
  • At least 3 years of experience in client servicing

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