RELATIONSHIP MANAGER
Bank of the Philippine Islands (BPI)
Negotiable
RemotoExp de 3-5 YrsBaceleroTiempo completo
Compartir
Detalles remotos
Abrir país：Filipinas
Requisitos de idioma：Inglés
Este trabajo remoto está abierto a candidatos en países específicos. Por favor, confirme si desea continuar a pesar de las posibles restricciones de ubicación
Descripción del trabajo
Descripción
The Private Wealth Relationship Manager is primarily accountable for managing BPI Private Wealth (PW) accounts/clients and growing the volume and revenue of his/her clients.
Responsibilities
Responsibilities
- 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 training to improve knowledge, expertise, and skills relevant to work requirements
- Bachelor’s Degree
- Preferably with Master’s degree or other further business studies
- Preferably with experience in the banking business
- Knowledge of the trust business, investments, securities, and financial markets
- Well-versed in MS Office
- Good communication, analytical, and presentation skills
Requisito
Please refer to job description.
Gestión de relaciones con el clienteSales StrategyResolución de problemasHabilidades de comunicaciónAnálisis financieroHabilidades de NegociaciónMarket KnowledgeGestión del tiempoClient Engagement
Preview
Boss
HR ManagerBank of the Philippine Islands (BPI)
Publicado el 19 April 2025
Recordatorio de seguridad del jefe
Si la posición requiere que trabajes en el extranjero, por favor ten cuidado y ten cuidado con el fraude.
Si encuentras a un empleador que tiene las siguientes acciones durante tu búsqueda de empleo, por favor repórtalo inmediatamente
- retiene tu ID,
- requiere que usted proporcione una garantía o recoja la propiedad,
- le obliga a invertir o recaudar fondos.
- recauda beneficios ilícitos,
- u otras situaciones ilegales.