Client Onboarding & Deal Fulfillment Lead

Metrobank; Philippines; On-site; PHP 391,000 - 670,000; Full time

Job summary

Metrobank is seeking an individual to support the Investment Distribution (ID) Desk, focusing on client onboarding, deal fulfilment, and regulatory compliance to maximize sales productivity.

Responsibilities include coordinating onboarding with Treasury Operations, preparing transaction-related documents, and ensuring accurate recording in OPICS for timely client activation and servicing.

Qualifications

• Onboarding clients and coordinating with Treasury Operations to set up client in OPICS.

Responsibilities

• Onboard clients by coordinating setup in OPICS with Treasury Operations and Support Division; process client maintenance requests and submit documentation to custodians.

Job description

Metrobank is seeking an individual to support the Investment Distribution (ID) Desk, focusing on client onboarding, deal fulfilment, and regulatory compliance to maximize sales productivity.

Responsibilities include coordinating onboarding with Treasury Operations, preparing transaction-related documents, and ensuring accurate recording in OPICS for timely client activation and servicing.