The Client Support Officer is primarily accountable for assisting the BPI Private Wealth officers/clients in managing Private Wealth accounts and/or supporting sub-units […]
Supports the Private Wealth RMs in servicing both prospective and existing clients
Familiar with products and services available in BPI Private Wealth
A ssists in reminding bankers on their deliverables to ensure timely execution/settlement .
Checks the completeness and accuracy of the transactions
Coordinates and monitors the teams Wealth transactions, document deficiencies and regularization of documents
Ensures that all...