This position is primarily accountable for managing BPI Private Wealth (PW) RM Teams and clients in accordance with the goals of the Group/Division.
Manages the PW Relationship Managers, CSOs and MAs in accordance with the goals assigned to its team.
Manages PW clients / Assists RMs in managing PW clients:
- Ensures adherence to the account's agreement, investment guidelines, special instructions, internal policies and procedures, and existing banking circulars and trust rules and regulations
- Receives notices, instructions, communications, and supporting documents related to the account's investment and administrative requirements, and coordinates with concerned departments to ensure timely and correct execution
- Relays client's instructions such as but not limited to contributions, withdrawals, transfers, and execution of trades
- Undertakes periodic visits to high net-worth individuals to maintain, build, and strengthen relationships
- Reviews periodically client portfolio
Provides investment advice and recommendation
Addresses and resolves client concerns and inquiries
Acts as alternate officer in the absence of other PW Relationship Manager
Attends/Conducts training to improve knowledge, expertise, and skills relevant to work requirements
