Personal Wealth Client Services Officer

Bank of the Philippine Islands (BPI)

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现场办公 - 马卡蒂3-5年工作经验硕士全职
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职位描述

职位描述

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

职位要求

Please refer to job description.

Financial PlanningInvestment Strategies风险管理Client Relationship ManagementMarket Analysis税务筹划Regulatory Compliance投资组合管理沟通技能
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Boss

HR ManagerBank of the Philippine Islands (BPI)

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工作地址

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

发布于 29 May 2025

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