RELATIONSHIP MANAGER ( CEBU CITY)

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

The Private Wealth Relationship Manager is primarily accountable for managing the Private Wealth accounts/clients and growing the volume and revenue of his/her clients.

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

Qualifications

• Bachelor’s Degree


• Preferably with Master’s degree or other further business studies


• Preferably with experience in the banking business


• Knowledge of the trust business, investments, securities, and financial markets


• Well-versed in MS Office


• Good communication, analytical, and presentation skills