TEAM HEAD ( CEBU)

Bank of the Philippine Islands (BPI)


Date: 1 week ago
City: Cebu City
Contract type: Full time
The Team Head is primarily accountable for managing BPI Private Wealth RM Teams and clients in accordance with the goals of the Group/Division.

Major Responsibilities

  • Manages the Relationship Managers, CSOs and MAs in accordance with the goals assigned to its team.
  • Manages Private Wealth clients / Assists RMs in managing Private Wealth 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
  • Provides investment advice and recommendation
  • 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

Qualifications

  • Preferably with Masters Degree on related industry
  • Background in Financial Services industry
  • At least 10 years banking experience
  • With experience in leading teams
  • Knowledge of the trust business, investments, securities, and financial markets
  • Good People Skills
  • Good Leadership Skills
  • Takes Initiative
  • Takes responsibility and exercises accountability over transactions /team/ clients

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