Published on www.monsterindia.com 15 Apr 2025
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
Responsibilities
- Manages Private Wealth accounts:
- 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 recommendation
- Addresses and resolves client concerns and inquiries
- Acts as alternate officer in the absence of other PW Relationship Manager
- Attends training to improve knowledge, expertise, and skills relevant to work requirements
- Bachelor's Degree
- Preferably with Master's degree or other further business studies
- Preferably with experience in the banking business
- Knowledge of the trust business, investments, securities, and financial markets
- Well-versed in MS Office
- Good communication, analytical, and presentation skills
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