Bank of the Philippine Islands (BPI) Client Services Officer

Client Services Officer

Bank of the Philippine Islands (BPI)

Negotiable

On-site - MakatiFresh Graduate/StudentMasterFull-time

Description

The Personal Wealth Client Services Officer is responsible for handling the administrative functions of the investment advisors and attending to basic inquiries regarding

account opening, investment transactions, and core investment products, e.g., investment funds, PERA.

Responsibilities

Performs KYC and account opening
Monitors and executes trades and transactions
Monitors documentary and account management compliance
Coordinates with clients and referrers to ensure compliance with documentary and transactional requirements
Coordinates with various units for the fulfillment of account opening and trade transactions and for monitoring account compliance
Attends to basic queries of branch on investment funds
Handles investment queries from clients and referrers regarding account opening, investment transactions, and core investment products, e.g., investment funds, PERA.
Assist the investment advisors and the Division Head in monitoring the team’s compliance in various internal and audit requirements

Qualifications

Graduate of any 4-year business course from reputable universities
Has interest in investment, sales, and administrative functions
Must earn mastery of investment sales process
Must have sufficient understanding of relevant risks, internal policies, and external regulations
Able to communicate basic product features and process to internal and and written communication
Certification Requirements: AMLA Trainings / BPI Mandatory Courses, TOAP UCP Certified, PERA Certified, SEC Mutual Fund CIS