Private Wealth Relationship Advisor

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

Job summary

Bank of the Philippine Islands (BPI) seeks a Private Wealth Relationship Manager to oversee high-net-worth client portfolios and drive volume and revenue growth.

You will coordinate with investment teams, monitor portfolios, provide investment advice, and maintain strong client relationships through periodic visits and timely communications.

The role requires strong communication, analytical, and presentation skills, with a solid grounding in finance and banking. Advanced degrees are preferred.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• Master's degree or other advanced business studies preferred.
• Experience in banking is advantageous.
• Knowledge of trust business, investments, securities and financial markets helpful.
• Proficiency in MS Office and data presentation.

Responsibilities

• Adhere to account agreements, investment guidelines, and internal policies.
• Coordinate with departments to ensure timely execution of investment and administrative requirements.
• Relay client instructions such as contributions, withdrawals, transfers, and trades.
• Conduct periodic visits to high net-worth clients to strengthen relationships.
• Review client portfolios regularly and provide investment advice.

Skills

Communication skills

Analytical skills

Presentation skills

MS Office

Education

Bachelor's degree in Business/Finance or related field

Master's degree preferred

Tools

MS Office

Job description

Bank of the Philippine Islands (BPI) seeks a Private Wealth Relationship Manager to oversee high-net-worth client portfolios and drive volume and revenue growth.

You will coordinate with investment teams, monitor portfolios, provide investment advice, and maintain strong client relationships through periodic visits and timely communications.

The role requires strong communication, analytical, and presentation skills, with a solid grounding in finance and banking. Advanced degrees are preferred.