Epicareer Might not Working Properly
Learn More
Please Turn on your JavaScript

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.
How do i turn this on?
Find tutorial for your browser below :
  1. Make sure the webpage is open.
  2. In the Safari app on your Mac, choose Safari > Preferences, then click Security.
  3. Make sure the Enable JavaScript checkbox is selected.
  4. Click Websites.
  5. On the left, click Content Blockers.
  6. Make sure Off is chosen in the pop-up menu next to the website.
  7. On the left, click Pop-up Windows.
  8. Make sure Allow is chosen in the pop-up menu next to the website.
Visit Site here
  1. Open Chrome on your computer.
  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
  6. Select Sites can use Javascript.
Visit Site here
  1. If you're running Windows OS, in the Firefox window, click Tools > Options.
  2. Tip: If you're running Mac OS, click the Firefox drop-down list > Preferences.
  3. On the Content tab, click the Enable JavaScript check box.
Visit Site here
  1. Click the "Settings and more" icon at the top right of the Edge browser window.
  2. Click Settings.
  3. From the Settings menu, click Cookies and site permissions.
  4. Scroll down and click on JavaScript.
  5. In the JavaScript window, toggle the slider to "on" or "allowed."
  6. Close the Settings tab.
  7. Refresh the page.
Visit Site here
  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).
Visit Site here
Any Question? Contact us
logo
Jobs or company...

TEAM HEAD ( CEBU)

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

Major 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 Masters Degree on related industry
  • Background in Financial Services industry
  • At least 10 years banking experience
  • With experience in leading teams
  • Knowledge of the trust business, investments, securities, and financial markets
  • Good People Skills
  • Good Leadership Skills
  • Takes Initiative
  • Takes responsibility and exercises accountability over transactions /team/ clients
The Team Head is primarily accountable for managing BPI Private Wealth RM Teams and clients in accordance with the goals of the Group/Division.

Major 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 Masters Degree on related industry
  • Background in Financial Services industry
  • At least 10 years banking experience
  • With experience in leading teams
  • Knowledge of the trust business, investments, securities, and financial markets
  • Good People Skills
  • Good Leadership Skills
  • Takes Initiative
  • Takes responsibility and exercises accountability over transactions /team/ clients