Relationship Manager

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

• Manages Private Wealth 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

• 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
  
  

Qualifications

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

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