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...