PORTFOLIO ASSOCIATE (MAKATI)
Bank of the Philippine Islands (BPI)
Date: 4 days ago
City: Manila
Contract type: Full time

A Portfolio Associate is responsible for assisting the team in providing support to Portfolio Relationship Managers by handling accounts’ day-to-day administrative requirements for a more efficient and timely delivery of service to clients.
Core Responsibilities
Core Responsibilities
- Ensures proper delivery and pick-up of clients’ documents
- Monitors the timely portfolio reporting to clients.
- Coordinates with other units/staff on various administrative, clerical and referral matters.
- Coordinates with other departments/units to address clients’ complaints and queries.
- Assists in maintaining and updating client database.
- Prepares presentation materials for client calls and briefings and prepare transmittals/cover letters to clients
- Compiles and ensures completeness of new clients’ account opening documents prior to forwarding to internal teams
- Develop knowledge of new products, financial instruments and markets
- Coordinates client briefings and other client related activities of the group
- Graduate of a 4-year Bachelor’s/College Degree related to Business, Banking or Finance
- Preferably with knowledge and experience in banking processes in loans and customer service
- Adept in the needed MS Office systems, good interpersonal relationship, oral and written communication skills, service oriented
- Fresh Graduates are open to apply
- Willing to be assigned in Makati
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