Wealth Client Services & Compliance Coordinator

BPI (Bank of the Philippine Islands); Makati; On-site; PHP 350,000 - 650,000; Full time

Job summary

BPI (Bank of the Philippine Islands) is seeking a Private Wealth Client Service Officer in Metro Manila to assist Relationship Managers in managing Private Wealth accounts and supporting sub-units.

The role requires coordinating client service activities, ensuring accuracy of transactions, and maintaining audit/compliance for all teams, acting as liaison for audit matters and monitoring documentation flow.

Qualifications

• Bachelor’s degree in business/finance required.
• At least 3 years in client servicing.
• Experience in Private Wealth or banking preferred.

Responsibilities

• Supports the Private Wealth Relationship Managers (RMs) in servicing both prospective and existing clients
• Familiar with products and services available in Private Wealth
• Assists in reminding RMs on their deliverables to ensure timely execution/settlement
• Checks the completeness and accuracy of the transactions
• Overseeing all audit and compliance requirements of all teams (CDD, Hold Mail, LOA, Doc Def, Dormant and other compliance related matters)
• Liaison officer for Audit/Compliance matters
• Coordinates and monitors the team’s TMS, document deficiencies and regularization of documents
• Ensures that all team’s transactions were done and requests were already sent to centralized operations group
• Assists RMs and acts as alternate officer in absence of the Private Wealth Relationship
• Manages on client services activities

Skills

Client servicing

Compliance awareness

Relationship management

Education

Bachelor’s degree in business/finance

Job description

BPI (Bank of the Philippine Islands) is seeking a Private Wealth Client Service Officer in Metro Manila to assist Relationship Managers in managing Private Wealth accounts and supporting sub-units.

The role requires coordinating client service activities, ensuring accuracy of transactions, and maintaining audit/compliance for all teams, acting as liaison for audit matters and monitoring documentation flow.