PORTFOLIO RELATIONSHIP MANAGER

Bank of the Philippine Islands (BPI)


Date: 1 week ago
City: Manila
Contract type: Full time
The Trust Portfolio Relationship Manager is primarily responsible for relationship, business development and account management of various Institutional Accounts.

Responsibilities

  • Ensures increase in account penetration/deepen relationship by expanding product usage and increasing amount of funds under management
  • Fulfills and ensures timely and proper response to clients’ requests for information and other account-related services
  • Ensures timely portfolio reporting to clients
  • Calls regularly to update clients on Investment strategy, market situation, or portfolio status
  • Ensures 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
  • Communicates directly with clients regarding opportunities to suit their investment requirements and updates them on their portfolios
  • Monitors internal touchpoints and delivery of deliverables with cross section units
  • Coordinates with other units/staff on various administrative, clerical and referral matters
  • Coordinates with other departments/units to address clients’ reports/complaints and queries
  • Initiates approval requests for fee reduction/amendment and items for exception handling
  • Prepares investment proposals pertaining to clients’ accounts for Investment Committee/Trust Board approval
  • Finds new clients in accordance with target market criteria and from affiliates or related companies and referrals of existing clients and prepares product recommendations/proposals and set meetings.
  • Understands new clients’ investment profile
  • Assists Business Development Officer through product support such as customized solution design and documentation, joining marketing presentations, and helping close sales deals
  • Ensures completeness of account documentation
  • Maintains individual correspondence files for the various accounts
  • Performs various administrative functions such as reviewing and approving transactions, disbursements, review of trust provisions and others
  • Prepares presentation materials for client calls and briefings
  • Updates account information through minutes/journals

Qualifications

  • Bachelor’s Degree in Business/Finance
  • At least 3 years of experience in Trust Account Management
  • Knowledge of investment markets and products (i.e. money market, equities, bonds, deposits, foreign exchange, derivatives)

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