PORTFOLIO RELATIONSHIP MANAGER
Bank of the Philippine Islands (BPI)
Date: 4 days ago
City: Manila
Contract type: Full time
Primarily responsible for relationship, business development and account management of various Institutional Accounts
GENERAL ACCOUNTABILITY A. Account Management/ Maintenance B. Coordinating C. Prospecting D. Documentation and Reporting
Account Management
Increase account penetration/ deepen relationship by expanding product usage and increasing amount of funds under management. 1. Revenue 2. AUM 3. New accounts opened ii. Fulfill and ensure timely and proper response to clients’ requests for information and other account-related services. iii. Ensure timely portfolio reporting to clients iv. Call regularly to update clients on: 1. Investment strategy 2. Market situation3. Portfolio status v. Ensure that the Bank’s understanding of client’s investment objective is updated through the timely and regular completion of the Client Suitability Assessment Form, Investment Policy Statement and other regulatory requirements in conjunction with clients.
Coordinating
Communicate directly with clients regarding opportunities to suit their investment requirements and update them on their portfolios ii. Monitor internal touchpoints and delivery of deliverables with cross section units; iii. Coordinate with other units/ staff on various administrative, clerical and referral matters
Prospecting
Find new clients in accordance with target market criteria and from affiliates or related companies and referrals of existing clients. Prepare product recommendations/proposals and set meetings. ii. Fully understand new clients’ investment profile iii. Assist Business Development Officer through product support such as customized solution design and documentation, joining marketing presentations, and helping close sales deals
Documentation
Ensure completeness of account documentation ii. Maintain individual correspondence files for the various accounts
GENERAL ACCOUNTABILITY A. Account Management/ Maintenance B. Coordinating C. Prospecting D. Documentation and Reporting
Account Management
Increase account penetration/ deepen relationship by expanding product usage and increasing amount of funds under management. 1. Revenue 2. AUM 3. New accounts opened ii. Fulfill and ensure timely and proper response to clients’ requests for information and other account-related services. iii. Ensure timely portfolio reporting to clients iv. Call regularly to update clients on: 1. Investment strategy 2. Market situation3. Portfolio status v. Ensure that the Bank’s understanding of client’s investment objective is updated through the timely and regular completion of the Client Suitability Assessment Form, Investment Policy Statement and other regulatory requirements in conjunction with clients.
Coordinating
Communicate directly with clients regarding opportunities to suit their investment requirements and update them on their portfolios ii. Monitor internal touchpoints and delivery of deliverables with cross section units; iii. Coordinate with other units/ staff on various administrative, clerical and referral matters
Prospecting
Find new clients in accordance with target market criteria and from affiliates or related companies and referrals of existing clients. Prepare product recommendations/proposals and set meetings. ii. Fully understand new clients’ investment profile iii. Assist Business Development Officer through product support such as customized solution design and documentation, joining marketing presentations, and helping close sales deals
Documentation
Ensure completeness of account documentation ii. Maintain individual correspondence files for the various accounts
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