TEAM HEAD (MINDANAO)
Bank of the Philippine Islands (BPI)
Date: 3 days ago
City: Davao
Contract type: Full time
The Team Head is primarily accountable for managing BPI Private Wealth (PW) RM Teams and clients in accordance with the goals of the Group/Division.
Responsibilities
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
- Preferably with master's 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 management and leadership skills
- Takes responsibility and exercises accountability over transactions /team/ clients
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