CLIENT SERVICES OFFICER

Bank of the Philippine Islands (BPI)


Date: 1 day ago
City: Manila
Contract type: Full time
The Personal Wealth Client Services Officer is responsible for handling the administrative functions of the investment advisors. He/she acts as a back-up for investment advisors and handles basic inquiries regarding 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
  • Assist the investment advisors and the Division Head in monitoring the team’s compliance in various internal and audit requirements

Qualifications

  • 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 resume

Similar jobs

Team Lead, Talent Coordination (Interview Scheduling)

Netflix, Manila
2 weeks ago
Netflix is one of the world's leading entertainment services, with over 300 million paid memberships in over 190 countries enjoying TV series, films and games across a wide variety of genres and languages. Members can play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time.About The JobAs Netflix continues to...

Telehealth Officer | Makati

MedGrocer, Manila
2 weeks ago
About MedGrocerMedGrocer's digitally-enabled medicine programs, telehealth services, and corporate clinic medical staff work with hundreds of employers and pharma companies to improve the physical and mental health of over one million Filipinos every year.The Telehealth Officer is a key member of the operations team, responsible for ensuring the smooth and efficient delivery of our virtual care services. This role involves...

Occupational Safety Specialist

AboitizPower, Manila
4 weeks ago
The Specialist for Occupational Safety is responsible for the following:Providing support in establishing, improving and implementing governance and programs to build and sustain a pro-active OS management cultureProviding support in the implementation of OS management program and recommending improvements in pursuit of continual improvementProviding support to OSH Manager and BU SHE/OSH Focal Points for needed stakeholder engagement activitiesEvaluating the effectiveness...