Job Description
The Private Wealth Relationship Manager is primarily accountable for managing BPI Private Wealth (PW) accounts/clients and growing the volume and revenue of his/her clients.
Responsibilities
- 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 recommendat...
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