Responsible in servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken.
How will you contribute?
RM Support: Handles daily operations and projects to free up the Relationship Manager for strategic growth.
Client Service: Delivers personalized, ""extra-mile"" service to high-net-worth clients to maintain trust and protect AUM.
Portfolio Monitoring: Tracks investments, loans, and maturities daily; executes client instructions for rollovers, bookings, and withdrawals.
Compliance & Admin: Ensures 100% accuracy in documentation for account openings and investments in strict compliance with KYC, AMLA, and BSP regulations.
Internal Liaison: Coordinates seamlessly across bank departments and corporate affiliates to fulfill client needs.
What will make you successful?
College Graduate of any Business course
Working knowledge of banking operations and policies
At least three (3) years experience in investment banking
