MARKETING ASSOCIATE (BACOLOD CITY)

Bank of the Philippine Islands (BPI)


Date: 1 week ago
City: Bacolod City
Contract type: Full time
The Marketing Associate is primarily responsible in assisting BPI Wealth Relationship Managers in handling the portfolio of high-net-worth clients.

Responsibilities

  • Supports the Private Wealth RMs in servicing both prospective and existing clients
  • Helps RMs in monitoring daily maturities and other administrative reports (TOD, fund valuation exceptions)
  • Assists RMs on their deliverables i.e., requesting sub-TAs and confirmation advice, routing and funding of orders, disposition on maturities, etc to ensure timely execution/settlement
  • Prepares necessary documents for account opening and transactions and ensure these are transmitted to Head office in timely manner
  • Assists and monitors the team’s document deficiencies and regularization of documents
  • Ensures delivery of the PW Signature experience to PW clients

Qualifications

  • Graduate of any four-year business course
  • Strong attention to details
  • Excellent communication skills
  • Familiarity with BPI Wealth products is a plus

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