About The Job
This position is primarily accountable for managing BPI Private Wealth (PW) accounts/clients and growing the volume and revenue of his/her clients.
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
3.2 Provides investment advice and recommendation
3.3 Addresses and resolves client concerns and inquiries
3.4 Acts as alternate officer in the absence of other PW Relationship Manager
3.5 Attends training to improve knowledge, expertise, and skills relevant to work requirements
3.6 Performs other duties as assigned
