RELATIONSHIP MANAGER

Actively Reviewing the Applications

Bank of the Philippine Islands (BPI)

India Full-Time

Posted 2 months ago • Apply by May 4, 2026

Job Description

The Private Wealth Relationship Manager is primarily accountable for managing the Private Wealth 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 recommendation
Addresses and resolves client concerns and inquiries
Acts as alternate officer in the absence of other Private Wealth Relationship Manager
Attends training to improve knowledge, expertise, and skills relevant to work requirements

Qualifications