Private Wealth Relationship Advisor

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

Job summary

Bank of the Philippine Islands (BPI) is seeking a Private Wealth Relationship Manager to manage Private Wealth accounts, grow revenue, and provide investment guidance. The role focuses on maintaining client relationships, ensuring compliance with investment guidelines, and coordinating with departments for timely execution.

Key duties include reviewing portfolios, addressing client inquiries, and attending ongoing training to enhance expertise in trust, investments, and financial markets.

Qualifications

• Bachelor’s degree required.
• Master’s degree or further business studies preferred.
• Preferably with experience in the banking business.
• Knowledge of the trust business, investments, securities, and financial markets.
• Proficient in MS Office.
• Strong communication, analytical, and presentation skills.

Responsibilities

• Ensures adherence to the account’s agreement, investment guidelines, special instructions, internal policies and procedures, and existing banking circulars and trust rules and regulations.
• Receives notices, instructions, communications, and supporting documents related to the account’s investment and administrative requirements, and coordinates with concerned departments to ensure timely and correct execution.
• Relays client’s instructions such as but not limited to contributions, withdrawals, transfers, and execution of trades.
• Undertakes periodic visits to high net-worth individuals to maintain, build, and strengthen relationships.
• Reviews periodically client portfolio.
• Provides investment advice and recommendation.
• Addresses and resolves client concerns and inquiries.
• Acts as alternate officer in the absence of other Private Wealth Relationship Manager.
• Attends training to improve knowledge, expertise, and skills relevant to work requirements

Skills

Communication skills

Analytical skills

Presentation skills

Education

Bachelor’s Degree

Master’s degree or related business studies

Tools

MS Office

Job description

Bank of the Philippine Islands (BPI) is seeking a Private Wealth Relationship Manager to manage Private Wealth accounts, grow revenue, and provide investment guidance. The role focuses on maintaining client relationships, ensuring compliance with investment guidelines, and coordinating with departments for timely execution.

Key duties include reviewing portfolios, addressing client inquiries, and attending ongoing training to enhance expertise in trust, investments, and financial markets.