Investment Operations & Compliance Specialist

BDO Unibank; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

BDO Unibank, Inc. is seeking a detail-oriented professional in Makati, Philippines to handle the processing of investments orders, asset transfers, and inter-portfolio transfers.

The role requires liaising with internal and external parties, ensuring compliance with regulations, and supporting management with assigned duties. Ideal candidates have a Bachelor’s degree relevant to the job and 3–5 years of experience in Trust, Wealth, Banking or financial institutions.

Qualifications

• Bachelor’s degree is required.
• 3-5 years work experience in Trust, Wealth, Banking or any Financial Institution is an advantage.

Responsibilities

• Processing of investments orders (buy, sell, maturities, pretermination).
• Processing of asset transfer (incoming/outgoing).
• Processing of inter-portfolio transfer.
• Prepares and Liaises with internal/external parties/examination/inquiries (Audit, Compliance, Regulatory).
• Monitor compliance to policies/guidelines/directives.
• Perform other duties that may be assigned by Management.

Education

Bachelor’s degree relevant to the job

Job description

BDO Unibank, Inc. is seeking a detail-oriented professional in Makati, Philippines to handle the processing of investments orders, asset transfers, and inter-portfolio transfers.

The role requires liaising with internal and external parties, ensuring compliance with regulations, and supporting management with assigned duties. Ideal candidates have a Bachelor’s degree relevant to the job and 3–5 years of experience in Trust, Wealth, Banking or financial institutions.