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Jobs or company...

TEAM HEAD (MINDANAO)

Salary undisclosed
Checking job availability...
Original
Simplified
The Team Head is primarily accountable for managing BPI Private Wealth (PW) RM Teams and clients in accordance with the goals of the Group/Division.

Responsibilities
  • Manages the Relationship Managers, CSOs and MAs in accordance with the goals assigned to its team.
  • Manages Private Wealth clients / Assists RMs in managing Private Wealth clients
  • 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 PW Relationship Manager
  • Attends/Conducts training to improve knowledge, expertise, and skills relevant to work requirements

Qualifications
  • Preferably with master's degree on related industry
  • Background in Financial Services industry
  • At least 10 years banking experience
  • Knowledge of the trust business, investments, securities, and financial markets
  • With experience in leading teams, has people management and leadership skills
  • Takes responsibility and exercises accountability over transactions /team/ clients
The Team Head is primarily accountable for managing BPI Private Wealth (PW) RM Teams and clients in accordance with the goals of the Group/Division.

Responsibilities
  • Manages the Relationship Managers, CSOs and MAs in accordance with the goals assigned to its team.
  • Manages Private Wealth clients / Assists RMs in managing Private Wealth clients
  • 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 PW Relationship Manager
  • Attends/Conducts training to improve knowledge, expertise, and skills relevant to work requirements

Qualifications
  • Preferably with master's degree on related industry
  • Background in Financial Services industry
  • At least 10 years banking experience
  • Knowledge of the trust business, investments, securities, and financial markets
  • With experience in leading teams, has people management and leadership skills
  • Takes responsibility and exercises accountability over transactions /team/ clients