Private Wealth Relationship Advisor

BPI (Bank of the Philippine Islands)

Makati

On-site

PHP 900,000 - 1,800,000

Full time

3 days ago

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Job summary

BPI (Bank of the Philippine Islands) is seeking a Private Wealth Relationship Manager to manage and grow high-net-worth client relationships, delivering investment guidance and exceptional service. You will collaborate with internal stakeholders to ensure timely execution of client requests and adherence to policy and regulatory requirements.

The role focuses on providing tailored investment insights, handling complex client needs, and maintaining rigorous documentation and compliance in a

Qualifications

Bachelor’s degree in Business, Finance, Economics or related field.
Master’s degree or advanced business studies preferred.
Banking industry experience preferred.
Knowledge of trust services, investments, securities and financial markets.

Responsibilities

Manage Private Wealth client accounts in line with investment guidelines and internal policies.
Build and maintain relationships with high-net-worth clients through regular engagement and reviews.
Provide tailored investment advice and market insights to help clients reach objectives.
Coordinate and execute client transactions, including transfers, withdrawals and trade processing.
Mitigate compliance and operational risks and participate in ongoing professional development.