RELATIONSHIP MANAGER at Bank of the Philippine Islands (BPI)
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 execut…
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