TEAM HEAD
Bank of the Philippine Islands (BPI)
Date: 2 weeks ago
City: Manila
Contract type: Full time
This position is primarily accountable for managing BPI Private Wealth (PW) RM Teams and clients in accordance with the goals of the Group/Division.
Manages the PW Relationship Managers, CSOs and MAs in accordance with the goals assigned to its team.
Manages PW clients / Assists RMs in managing PW clients:
Addresses and resolves client concerns and inquiries
Acts as alternate officer in the absence of other PW Relationship Manager
Attends/Conducts training to improve knowledge, expertise, and skills relevant to work requirements
Manages the PW Relationship Managers, CSOs and MAs in accordance with the goals assigned to its team.
Manages PW clients / Assists RMs in managing PW clients:
- 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/Conducts training to improve knowledge, expertise, and skills relevant to work requirements
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