Position Overview
He/She is responsible as the primary service contact for BDO PB clients. Tasked to engage with them on deepening relationships as well as assist the Sr. Private Banker /Private Banker in administrative areas covering the latter’s effort in customer on-boarding, account servicing, transaction processing, report generation and sales/account information management.
The Responsibilities we will trust you with are:
Serves the BDO PB clients on their Wealth Management banking needs Develops strong customer relationships and builds customer loyalty through consistent delivery of accurate and timely service Supports cross –selling and referral efforts to contribute to overall administrative sales support as needed Ensures proper documentation of all transactions and all sales documents and forms are properly reviewed and verified Tracks sales and statistics to generate business reports, as needed Acts as back-up Private Bank...