• Supports the Private Wealth RMs in servicing both prospective and existing clients
• Familiar with products and services available in BPI Private Wealth
• A ssists in reminding bankers on their deliverables to ensure timely execution/settlement .
• Checks the completeness and accuracy of the transactions
• Coordinates and monitors the team’s Wealth transactions, document deficiencies and regularization of documents
• Ensures that all team’s transactions were done and requests were already sent to the responsible units
• Assists bankers and acts as alternate officer in absence of PW RMs on client services activities
  
  

• Graduate of any four-year business course
• Preferably with Banking Experience or any Operational Experience
• Well versed in MS Office
• Good communications Skills
• T akes responsibility and exercises accountability over transactions

Please refer to job description.