RELATIONSHIP MANAGER (BACOLOD)
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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. […]
Ensures adherence to the accounts 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 accounts investment and administrative requirements, and coordinates with concerned departments to ensure timely and correct execution
Relays clients...
13 days ago from: bossjob.ph
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