Personal Wealth Client Services Officer

Bank of the Philippine Islands (BPI)

Pazarlıklı
Tesis içi - Makati3-5 Yıl DeneyimUstaTam zamanlı
Paylaşmak

İş tanımı

Açıklama

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

Gereklilik

Please refer to job description.

Financial PlanningInvestment StrategiesRisk yönetimiClient Relationship ManagementMarket AnalysisVergi planlamasıRegulatory CompliancePortföy YönetimiKişiler arası
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Boss

HR ManagerBank of the Philippine Islands (BPI)

Çalışma konumu

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

Yayınlandı 29 May 2025

Rapor

Bossjob Güvenlik Hatırlatması

Eğer pozisyon yurt dışında çalışmanızı gerektiriyorsa lütfen dikkatli olun ve dolandırıcılığa karşı dikkatli olun.

İş arayışınız sırasında aşağıdaki davranışlara sahip bir işverenle karşılaşırsanız, lütfen hemen bildirin

  • kimliğinizi saklıyor,
  • bir garanti vermenizi veya mülkünüzü tahsil etmenizi gerektiriyorsa,
  • sizi yatırım yapmaya veya fon toplamaya zorluyorsa,
  • Yasadışı menfaatler topluyor,
  • veya diğer yasa dışı durumlar.