Private Wealth Team Head

The Private Wealth Team Head is primarily accountable for managing BPI Private Wealth (PW) Relationship Management Teams and clients in accordance with the goals of the Group/Division.

Responsibilities:

• 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 accounts 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
• accounts investment and administrative requirements, and coordinates with concerned
• departments to ensure timely and correct execution
• Relays clients 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

Qualifications:

• At least 10 years of work experience in Wealth relationship management
• Preferably with experience in leading teams