PORTFOLIO ASSOCIATE (MAKATI)
Bank of the Philippine Islands (BPI)
Date: 3 weeks 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
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 resumeSimilar jobs
BUSINESS SALES OFFICER
Bank of the Philippine Islands (BPI),
Manila
5 days ago
The Business Sales Officer is responsible for acquiring new SME loan clients and developing penetration in an assigned sales territory targeting SMEs, Business Owners, Sole Proprietors, Professionals, and the like. To excel in this role, you should be an active listener, have a compelling sales personality, and a hunger to chase and close new business from cold calls and inbound...

DBMN - Know Your Client (KYC) Remediation Analyst - Associate
Deutsche Bank,
Manila
1 week ago
Position OverviewJob Title: DBMN - Know Your Client (KYC) Remediation Analyst - AssociateLocation: ManilaCorporate Title: AssociateThe Client Onboarding Manila team is responsible for management of the Client On-boarding (COB) and Know-Your-Client (KYC) functions of the branch; they perform client due diligence, periodic client reviews and ensuring account opening requirements are met in New Client Adoption (NCA).Your Key Responsibilities Perform KYC...

Talent Acquisition Coordinator - APAC
Thomson Reuters,
Manila
1 week ago
Are you keen to be part of a dynamic Talent Acquisition team? We are looking for a Talent Acquisition Coordinator to support and coordinate recruiting activities for the APAC Talent Acquisition Team.You will collaborate closely with Talent Acquisition Partners, Hiring Managers, HR Business Partners and Candidates regionally, delivering exceptional hiring candidate experience in Thomson Reuters. Willingness to learn and quick...
