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Epicareer might not working properly because your browser javascript is turned off.

What is JavaScript?

JavaScript is like the magic behind making websites interactive. Basically, it makes Epicareer more enjoyable and engaging.
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Find tutorial for your browser below :
  1. Make sure the webpage is open.
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  3. Make sure the Enable JavaScript checkbox is selected.
  4. Click Websites.
  5. On the left, click Content Blockers.
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  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
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  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
  3. Under Privacy and security, click Site settings.
  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
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Personal Wealth Client Services Officer

Salary undisclosed
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The Personal Wealth Client Services Officer is responsible for handling the administrative functions of the investment advisors. He/she acts as a back-up for investment advisors and handles basic inquiries regarding account opening, investment transactions, and core investment products, e.g., investment funds, PERA.

Responsibilities:

  • Performs KYC and account opening
  • Monitors and executes trades and transactions
  • Monitors documentary and account management compliance
  • Coordinates with clients and referrers to ensure compliance with documentary and transactional requirements
  • Coordinates with various units for the fulfillment of account opening and trade transactions and for monitoring account compliance
  • Attends to basic queries of branch on investment funds
  • Handles investment queries from clients and referrers
  • Assist the investment advisors and the Division Head in monitoring the team’s compliance in various internal and audit requirements

Qualifications:

  • Graduate of any 4-year business course from reputable universities
  • Has interest in investment, sales, and administrative functions
  • Must earn mastery of investment sales process
  • Must have sufficient understanding of relevant risks, internal policies, and external regulations
  • Able to communicate basic product features and process to internal and and written communication
  • Certification Requirements: AMLA Trainings / BPI Mandatory Courses, TOAP UCP Certified, PERA Certified, SEC Mutual Fund CIS