Personal Wealth Client Services Officer

Bank of the Philippine Islands (BPI)

Boleh Dirunding
Di lokasi - Makati3 - 5 Tahun PengalamanIjazah Sarjana MudaSepenuh-masa
Kongsi

Keterangan Kerja

Penerangan

The Personal Wealth Client Services Officer is responsible for handling the administrative functions of the investment advisors. He/she acts as a back-up for investment advisors and handles basic inquiries regarding account opening, investment transactions, and core investment products, e.g., investment funds, PERA.


Responsibilities:

  • Performs KYC and account opening
  • Monitors and executes trades and transactions
  • Monitors documentary and account management compliance
  • Coordinates with clients and referrers to ensure compliance with documentary and transactional requirements
  • Coordinates with various units for the fulfillment of account opening and trade transactions and for monitoring account compliance
  • Attends to basic queries of branch on investment funds
  • Handles investment queries from clients and referrers
  • Assist the investment advisors and the Division Head in monitoring the team’s compliance in various internal and audit requirements


Qualifications:

  • Graduate of any 4-year business course from reputable universities
  • Has interest in investment, sales, and administrative functions
  • Must earn mastery of investment sales process
  • Must have sufficient understanding of relevant risks, internal policies, and external regulations
  • Able to communicate basic product features and process to internal and and written communication
  • Certification Requirements: AMLA Trainings / BPI Mandatory Courses, TOAP UCP Certified, PERA Certified, SEC Mutual Fund CIS

Syarat-syarat

Please refer to job description.

Financial PlanningInvestment StrategiesPengurusan RisikoClient Relationship ManagementMarket AnalysisPerancangan CukaiRegulatory CompliancePengurusan PortfolioKemahiran Berkomunikasi
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Boss

HR ManagerBank of the Philippine Islands (BPI)

Balas Hari Ini 1 Kali

Tempat Bertugas

Ayala North Exchange Tower 1, 6796 Ayala Avenue cor. Salcedo St., Legazpi Village, Makati City , Metro Manila, PH

Disiarkan pada 29 May 2025

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