Private Wealth Growth & Relationship Advisor

Bank of the Philippine Islands (BPI); Cebu City; On-site; PHP 800,000 - 1,200,000; Full time

Job summary

Bank of the Philippine Islands (BPI) seeks a Private Wealth Relationship Manager in Cebu City to manage Private Wealth accounts and grow client volume and revenue. You will provide tailored investment guidance to high-net-worth clients, ensuring adherence to guidelines and regulatory requirements.

You will conduct client visits, review portfolios, and coordinate with multiple departments to execute instructions, resolve inquiries, and enhance overall client satisfaction.

Qualifications

• Bachelor’s degree required.
• Master’s degree or other business studies preferred.
• Experience in banking preferred.
• Knowledge of trusts, investments, securities and financial markets.
• MS Office proficient.
• Strong communication, analytical and presentation skills.

Responsibilities

• Manage Private Wealth accounts/clients and grow volume and revenue.
• Ensure adherence to investment guidelines, policies and regulations.
• Relay client instructions for contributions, withdrawals, transfers and trades.
• Conduct periodic client visits to high net-worth individuals to strengthen relationships.
• Review client portfolios and provide investment advice and recommendations.
• Address client concerns and inquiries and coordinate with other departments.

Skills

Communication

Analytical

Presentation

Education

Bachelor’s Degree

Master’s degree or other business studies

Tools

MS Office

Job description

Bank of the Philippine Islands (BPI) seeks a Private Wealth Relationship Manager in Cebu City to manage Private Wealth accounts and grow client volume and revenue. You will provide tailored investment guidance to high-net-worth clients, ensuring adherence to guidelines and regulatory requirements.

You will conduct client visits, review portfolios, and coordinate with multiple departments to execute instructions, resolve inquiries, and enhance overall client satisfaction.