PORTFOLIO RELATIONSHIP MANAGER
Bank of the Philippine Islands (BPI)
Date: 1 week 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
Increase account penetration/ deepen relationship by expanding product usage and increasing amount of funds under management.
i. 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;
iv. Coordinate with other departments/units to address clients’ reports/ complaints and queries.
v. Request approval requests for fee reduction/ amendment and items for exception handling
vi. Prepare investment proposals pertaining to clients’ accounts for Investment Committee/ Trust Board approval
Prospecting
i. 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
i. Ensure completeness of account documentation
Maintain individual correspondence files for the various accounts
iii. Perform various administrative functions such as reviewing and approving transactions, disbursements, review of trust provisions and others
iv. Prepare presentation materials for client calls and briefings
v. Update account information through minutes/journals
Increase account penetration/ deepen relationship by expanding product usage and increasing amount of funds under management.
- Revenue
- AUM
- New accounts opened ii. Fulfill and ensure timely and proper response to clients’ requests for information and other account-related services.
- Investment strategy
- Market situation Head, Institutional Business Department Head, Institutional Agency Portfolio Relationship Managers Portfio Associates
- 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.
i. 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;
iv. Coordinate with other departments/units to address clients’ reports/ complaints and queries.
v. Request approval requests for fee reduction/ amendment and items for exception handling
vi. Prepare investment proposals pertaining to clients’ accounts for Investment Committee/ Trust Board approval
Prospecting
i. 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
i. Ensure completeness of account documentation
Maintain individual correspondence files for the various accounts
iii. Perform various administrative functions such as reviewing and approving transactions, disbursements, review of trust provisions and others
iv. Prepare presentation materials for client calls and briefings
v. Update account information through minutes/journals
- preferably with at least 3 yrs of experience
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