TEAM HEAD MINDANAO

This position is primarily accountable for managing BPI Private Wealth (PW) RM Teams and clients in accordance with the goals of the Group/Division.

• Main Accountabilities
  
  

3.1 Manages the PW Relationship Managers, CSOs and MAs in accordance with the goals assigned to its team.

3.2 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
  
  

3 3. Provides investment advice and recommendation

• 4 Addresses and resolves client concerns and inquiries
  
  

3.5 Acts as alternate officer in the absence of other PW Relationship Manager

3.6 Attends/Conducts training to improve knowledge, expertise, and skills relevant to work requirements

3.7 Performs other duties as assigned