MARKETING ASSOCIATE (BACOLOD CITY)

Bank of the Philippine Islands (BPI)

Negotiable
On-site - MakatiFresh Graduate/StudentDiplomaFull-time
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Job Description

Description

The Marketing Associate is primarily responsible in assisting BPI Wealth Relationship Managers in handling the portfolio of high-net-worth clients.

Responsibilities

  • Supports the Private Wealth RMs in servicing both prospective and existing clients
  • Helps RMs in monitoring daily maturities and other administrative reports (TOD, fund valuation exceptions)
  • Assists RMs on their deliverables i.e., requesting sub-TAs and confirmation advice, routing and funding of orders, disposition on maturities, etc to ensure timely execution/settlement
  • Prepares necessary documents for account opening and transactions and ensure these are transmitted to Head office in timely manner
  • Assists and monitors the team’s document deficiencies and regularization of documents
  • Ensures delivery of the PW Signature experience to PW clients

Qualifications

  • Graduate of any four-year business course
  • Strong attention to details
  • Excellent communication skills
  • Familiarity with BPI Wealth products is a plus

Requirements

Please refer to job description.

Sales and Marketing
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HR ManagerBank of the Philippine Islands (BPI)

Work Location

Ayala North Exchange Tower 1, 6796 Ayala Avenue cor. Salcedo St., Legazpi Village, Makati City , Metro Manila, PH

Posted on 09 April 2025

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