SECTION HEAD

BPI (Bank of the Philippine Islands); Makati; On-site; PHP 800,000 - 1,100,000; Full time

Job summary

BPI (Bank of the Philippine Islands) is seeking a dedicated Relationship Manager to oversee institutional and individual accounts, grow assets under management, and deliver tailored investment solutions. You will coordinate with clients and internal teams to address needs, prepare proposals for committees, ensure timely portfolio reporting, and maintain up-to-date client documentation.

The role also involves supervising Portfolio Relationship Managers, ensuring compliance with policies and

Qualifications

• Bachelor's degree in a business-related field.
• Strong knowledge of Trust products and regulations.
• Basic knowledge of economics and financial markets.

Responsibilities

• Manage and grow client relationships by increasing assets under management and revenue targets.
• Coordinate with clients and internal teams to deliver investment solutions and proposals.
• Ensure documentation accuracy, regulatory compliance, and portfolio reporting.
• Develop and supervise Portfolio Relationship Managers and Portfolio Associates.

Skills

Relationship management

Client communication

Regulatory awareness

Education

Bachelor's degree

Business-related course

Job description

Primary responsibility is to ensure that the Section meets or exceeds its targets by managing institutional and individual (as applicable) accounts and developing client relationships

GENERAL ACCOUNTABILITY

• 1.Account Management/ Maintenance
• 2.Coordinating
• 3.Prospecting – from existing and new individual and institutional clients
• 4.Documentation

JOB RESPONSIBILITIES

• The role is responsible for managing and growing client relationships by increasing assets under management, expanding product usage, acquiring new accounts, and achieving revenue targets. It ensures timely responses to client inquiries, portfolio reporting, and regular client updates on investment strategies, market conditions, and portfolio performance. The role also maintains up-to-date client investment profiles and regulatory documentation.
• In addition, the position coordinates with clients and internal teams to deliver investment solutions, address concerns, process approval requests, and prepare proposals for committee or board approval. It supports business development efforts by identifying new clients, preparing investment recommendations, conducting client meetings, and assisting in marketing and sales activities.
• The role ensures the completeness and accuracy of account documentation, maintains audit standards, reviews transactions and account activities, prepares client presentation materials, and keeps account records updated.
• It also supervises and develops Portfolio Relationship Managers and Portfolio Associates by providing training, monitoring performance, recommending development opportunities, ensuring compliance with policies and regulations, and supporting the career growth of team members.

JOB QUALIFICATIONS

• At least Bachelor's Degree Graduate, preferably with a Business-related course
• Thorough and comprehensive knowledge of all Trust products and Business
• Thorough knowledge of Trust rules and Regulations
• Basic knowledge of economics and financial markets