RELATIONSHIP MANAGER CEBU CITY

Bank of the Philippine Islands (BPI); Philippines; On-site; PHP 1,200,000 - 2,000,000; Full time

Job summary

Bank of the Philippine Islands (BPI) seeks a Private Wealth Relationship Manager to manage Private Wealth accounts and grow revenue by delivering tailored investment guidance and service excellence.

You will coordinate with multiple departments to ensure optimal execution, build relationships with high net-worth clients through visits, and provide ongoing portfolio reviews and recommendations.

Qualifications

• Bachelor’s degree required or equivalent.
• Master’s degree or further business studies preferred.
• Experience in the banking business preferred.
• Knowledge of the trust, investments, securities and financial markets.
• Strong MS Office, 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 further business studies

Tools

MS Office

Job description

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