Private Wealth Client Services Specialist

Bank Of The Philippine Islands (Bpi); Metro Manila; On-site; PHP 350,000 - 700,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Private Wealth Client Service Officer in Metro Manila to assist Relationship Managers in servicing Private Wealth accounts and related sub-units.

The role focuses on ensuring timely execution of deliverables, diligent verification of transactions, and strict adherence to audit and compliance requirements. You will coordinate with the centralized operations group and act as a backup for RMs when needed.

Qualifications

• Bachelor’s degree in business/finance.
• At least 3 years of experience in client servicing.

Responsibilities

• Supports the Private Wealth Relationship Managers (RMs) in servicing both prospective and existing clients
• Familiar with products and services available in Private Wealth
• Assists in reminding RMs on their deliverables to ensure timely execution/settlement.
• Checks the completeness and accuracy of the transactions
• Overseeing all audit and compliance requirements of all teams (CDD, Hold Mail, LOA, Doc Def, Dormant and other compliance related matters)
• Liaison officer for Audit/Compliance matters
• Coordinates and monitors the team’s TMS, document deficiencies and regularization of documents
• Ensures that all team’s transactions were done and requests were already sent to centralized operations group
• Assists RMs and acts as alternate officer in absence of the Private Wealth Relationship Managers
• Managers on client services activities

Skills

Client servicing

Relationship management support

Compliance awareness

Private Wealth product knowledge

Education

Bachelor's degree in business/finance

Job description

Bank of the Philippine Islands (BPI) is seeking a Private Wealth Client Service Officer in Metro Manila to assist Relationship Managers in servicing Private Wealth accounts and related sub-units.

The role focuses on ensuring timely execution of deliverables, diligent verification of transactions, and strict adherence to audit and compliance requirements. You will coordinate with the centralized operations group and act as a backup for RMs when needed.