CLIENT SERVICES OFFICER

Bank of the Philippine Islands (BPI)


Date: 2 weeks 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

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 resume

Similar jobs

FULFILLMENT SUPPORT OFFICER

Bank of the Philippine Islands (BPI), Manila
1 day ago
The Portfolio Campaign Management Officer is primarily responsible for the execution of strategic and tactical customer portfolio campaign actions throughout the customer lifecycle of the Business Banking clients from acquisition to deepening, to loyalty and retention in order to contribute to the overall profitability of the Business Banking Group.Duties And ResponsibilitiesAssist in identifying opportunities based on data-driven analyses and market...

PROGRAM MANAGER

Bank of the Philippine Islands (BPI), Manila
1 day ago
This position is responsible for engaging the BPI Credit Card customers at various life stages through the negotiation of appropriate and attractive incentives, offers and programs that would optimize revenue, increase customer engagement and build CCL. The proposed programs will be formulated from research, data analytics and mining, competitive market analysis and sound insights to translate into hardworking and effective...

HR Business Partner - People

Shopee, Manila
3 days ago
About The TeamThe HR Business Partner will support all HR functions and collaborate on strategic initiatives, while enhancing the organization's human resources through the development, implementation, and evaluation of HR policies and programs.Job DescriptionCollaborate and partner with business leaders in ensuring the implementation and adherence to HR policies, processes, and systems, aligning with the business requirements and labor regulations.Advise on...