RELATIONSHIP MANAGER
Bank of the Philippine Islands (BPI)
Date: 3 weeks ago
City: Manila
Contract type: Full time
Private Wealth Relationship Manager
Job Purpose
This position is primarily accountable for managing BPI Private Wealth (PW) accounts/clients and growing the volume and revenue of his/her clients.
Main Accountabilities
Manages PW Accounts
Addresses and resolves client concerns and inquiries
Acts as alternate officer in the absence of other PW Relationship Manager
Attends training to improve knowledge, expertise, and skills relevant to work requirements
Performs other duties as assigned
Job Purpose
This position is primarily accountable for managing BPI Private Wealth (PW) accounts/clients and growing the volume and revenue of his/her clients.
Main Accountabilities
Manages PW Accounts
- Ensures adherence to the account’s agreement, investment guidelines, special instructions, internal policies and procedures, and existing banking circulars and trust rules and regulations
- Receives notices, instructions, communications, and supporting documents related to the account’s investment and administrative requirements, and coordinates with concerned departments to ensure timely and correct execution
- Relays client’s instructions such as but not limited to contributions, withdrawals, transfers, and execution of trades
- Undertakes periodic visits to high net-worth individuals to maintain, build, and strengthen relationships
- Reviews periodically client portfolio
Addresses and resolves client concerns and inquiries
Acts as alternate officer in the absence of other PW Relationship Manager
Attends training to improve knowledge, expertise, and skills relevant to work requirements
Performs other duties as assigned
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