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

  • 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

Qualifications

  • 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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