Investment Orders & Asset Transfer Specialist

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

Job summary

BDO Unibank, Inc. in Makati seeks a skilled professional to oversee processing of investments, asset transfers, and inter-portfolio transfers within the Private Bank unit. You will encode and approve orders, monitor compliance, and liaise with auditors, regulators, and internal teams.

The ideal candidate has a bachelor’s degree relevant to the job and 3–5 years experience in trust, wealth, banking or financial institutions. This role offers growth in a reputable bank with clear career paths.

Qualifications

• Bachelor’s degree relevant to the job.
• 3–5 years in Trust, Wealth, Banking or financial institutions.
• Strong accuracy and compliance orientation.

Responsibilities

• Process investment orders (buy/sell/maturities).
• Encode/approve investment and asset transfer orders.
• Review compliance to processing requirements.

Skills

Investment processing

Compliance awareness

Attention to detail

Education

Bachelor’s degree relevant to the job

Tools

Banking systems

Job description

BDO Unibank, Inc. in Makati seeks a skilled professional to oversee processing of investments, asset transfers, and inter-portfolio transfers within the Private Bank unit. You will encode and approve orders, monitor compliance, and liaise with auditors, regulators, and internal teams.

The ideal candidate has a bachelor’s degree relevant to the job and 3–5 years experience in trust, wealth, banking or financial institutions. This role offers growth in a reputable bank with clear career paths.